Investment Assistant

Toronto, ON M5H 3Y2 | Direct Hire

Job ID: 54200 Industry: Administrative/Office Support

Investment Assistant (Licenced)

Salary Up to $45K + Commissions + Other Perks

Our client, a leader in the wealth management industry is seeking an Investment Assistant with their CSC and CPH License to join their Toronto office. The Investment Assistant will contribute to the Advisor's business objectives by ensuring their portfolios are being supported through the management of daily client inquiries and follow ups, processing of client requests & transactions, and account maintenance.  The Investment Assistant will provide ongoing administrative support to the team and will offer a high level of service to their clients at all times.  If you are highly organized, customer focused, and have strong knowledge of various financial products and services, then we want to hear from you!  


  • Process and follow up on various transactions and transfers on behalf of the client
  • Manage client accounts and handle incoming inquiries
  • Respond to requests for information and take follow up action in a timely manner 
  • Prepare correspondence and reports on a monthly and as needed basis
  • Maintain Financial Advisor files and client documentation
  • Other administrative office duties as assigned


  • 2 or more years of administrative experience preferably in the investment or banking industry
  • Post-secondary education in Business Management or a related field
  • Successful completion of the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH)
  • Excellent working knowledge of MS Office including; Word, Excel, PowerPoint and Outlook 
  • Excellent interpersonal, as well as verbal and written communication skills; 
  • Ability to prioritize and manage multiple deadlines and tasks 
  • Excellent organizational and problem solving skills
  • Ability to work in a team environment and demonstrate a professional and friendly manner
To apply, please click Apply Online or submit your resume by email to:
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Accommodations are available upon request to support your participation during all stages of the recruitment process.


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