Company Overview
About the job
RR Wealth Management – iA Private Wealth
As an investment management firm, partnered with iA Private Wealth, our team consists of investment advisors and associate advisors. We focus on investment planning, estate planning, and retirement cash flow planning. Our typical clients are successful and affluent professionals. Entrepreneurs and business owners • Health Professionals • Engineers • Corporations • Lawyers • High Level Executives, CEO, VP, Directors • Top Level Athletes
We are looking to hire an Investment Specialist/Client Accounts Manager
Must have;
– CSC, (Ideally CPH, WME path towards CIM)
– 5 years+ customer service experience. Preferably with Investments
The advantages are:
-$70k salary
– Annual Bonus
– Heath Benefits
The ideal candidate will have the following roles;
– Respond promptly to client inquiries, providing exceptional customer service
– Speak with clients/investors to place trades, and assist in preparing and maintaining client investment portfolios.
– Research and analysis for new investment opportunities
– Prepare retirement forecast
– Provide administrative and operational support for client accounts, including documentation and reporting
– Open new accounts; RRSP, TFSA, FHSA, CORPORATE, NON-REG, Corporate Accounts
– Transfer follow-up with financial institutions and banks
– Create and log trade notes and document forms
– Respond to compliance related questions and inquiries, and ensure compliance with regulatory and company policies.
How to Apply:
APPLY