Licensed Wealth Manager - Sales Assistant

Professional Administration   |   Calgary

Job Description

Professional Administration

Licensed Wealth Manager - Sales Assistant 

  • Process and follow-up on security transactions and transfers;
  • Manage incoming and outgoing phone calls with clients;
  • Foster and support client relationships;
  • Open accounts and manage all documentation requirements;
  • Update accounts and create bi-annual portfolio reviews;
  • Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
  • Be involved in preparing correspondence and reports, event planning and coordination;
  • Review and process all cheques, banking and stock certificates from clients;
  • Maintain Financial Advisor files and other general office duties.


  • A minimum of 2 years investment industry experience;
  • Life and A&S licensed
  • Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
  • Experience with Dataphile is a definite asset;
  • Superior customer service skills;
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and CRM
  • Excellent verbal and written communication skills;
  • The ability to work in a team environment and demonstrate a professional and friendly manner;
  • Strong organizational and problem solving skills;
  • Attention to detail.