Description
The Investment Advisor Client Services Representative supports Investment Advisors and branch operations by managing client relationships, coordinating marketing and portfolio-review activities, processing trades and account transactions, maintaining client files and databases, monitoring assets, and handling inquiries and escalations. The role requires investment and administrative knowledge, Canadian Securities Course and Conduct and Practices Handbook completion, Investment Representative registration, and ongoing IIROC compliance training. It is a salaried and commission position with a stated pay range of $38,000 to $72,000, plus benefits.
