Investment Advisor Associate
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
Investment Advisor Associate - Toronto
This role is an associate position to support our financial advisor client. A well established advisor with a private wealth management firm in Toronto.
The outstanding financial associate will be one whose expertise in accurate reporting and efficient account management and an established understanding of private wealth management is widely accepted.
Who you
are:
A detail oriented experienced associate with
- exceptional collaboration and communication skills
-superb organizational skills
-great analytical and problem-solving abilities
-extensive knowledge of accounting procedures and standards
-proficiency in integrated financial management software
-observes best practices in financial management and experience in a similar environment
Duties:
-manage account records
-analyze financial data
-manage account records
-update financial spreadsheets, reports, and accounting discrepancies
-preparing reports
-organize and conduct presentations for clients
-manage day to day financial procedures
Qualifications:
-C.S.C.
-3 to 4 years experience or more working as a financial associate
-Bacherlor’s degree in the finance or accounting would be considered a plus
The firm offers a great medical package, R.R.S.P. matching, an opportunity to participate in a bonus pool and a great opportunity to grow within the firm.
More about this job
Responsibilities
The Investment Advisor Associate at Bay Street Staffing will manage account records, analyze financial data and prepare reports for a private wealth advisor. They will also prepare presentations for clients and handle day-to-day financial procedures.
Requirements
Candidates need 3 to 4 years of financial associate experience, the Canadian Securities Course (C.S.C.), and strong accounting knowledge. A bachelor's degree in finance or accounting is a plus.
Skills
- Account record management
- Financial data analysis
- Financial reporting
- Financial spreadsheets
- Accounting procedures and standards
- Integrated financial management software
- Client presentations
- Reconciliation of accounting discrepancies
- Organization
- Analytical problem-solving
- Collaboration
- Communication
- Private wealth management
- Day-to-day financial procedures
- Report preparation
Benefits
- Medical package
- RRSP matching
- Bonus pool participation
- Internal growth opportunity
Categories
- Finance & Accounting
- Consulting
- Human Resources
Keywords
- Investment Advisor Associate
- financial associate
- private wealth management
- wealth management
- account management
- financial reporting
- financial analysis
- accounting
- Canadian Securities Course
- C.S.C.
- financial advisor support
- client presentations
- RRSP
- financial spreadsheets
- Toronto
- Bay Street
- integrated financial management software
- financial operations
- bookkeeping
- investment advisory
Seniority
Mid level
Perks
- Retirement plan
- Performance bonus
Licences and certifications
- C.S.C.
Tools
- integrated financial management software
- financial spreadsheets
Languages
- English
Fields of study
- Finance
- Accounting