Investment Associate

 


INVESTMENT ASSOCIATE (Winnipeg, Manitoba)
Are you known as a proactive problem solver? If you have completed the Canadian Securities Course and have experience in financial or investment services, this growing Manitoba company is looking for an Investment Associate. In this role, you will support investment advisors, while helping to maintain the company’s high standards of client service and records management. 

You will use your proven skills in organizing and maintaining confidential information to foster company growth. If you are a driven professional with excellent communication skills, this could be you next career opportunity.

WHAT YOU WILL DO
* Serve as the main point of contact for clients to provide information and open documents
* Ensure accurate processing of client transactions (e.g. converting RRSPs to RRIFs, setting up RRIF payments, managing estates, updating beneficiaries, etc.)
* Support all investment advisors with a range of administrative functions (e.g. phone calls and emails, paperwork preparation and product research)
* Process trades and prepare client quotes and reporting
* Ensure all client documentation is complete, accurate, and compliant with industry regulations
* Maintain current knowledge of industry and company policies and procedures
* Prioritize and organize multiple orders and requests for reporting
* Proactively and independently complete tasks

MUST HAVES
* Complete Canadian Securities Course (CSC) and Conduct and Practices Handbooks Course (CPH) from IIROC and Investor Relations (IR) certification
* 3+ years of administrative experience in the financial services industry 
* Strong verbal and written communication skills
* Track record of maintaining confidential information
* Ability to be team oriented and adaptable
* Excellent customer service skills
* Proven ability to prioritize multiple tasks in a fast-paced environment
* Track record of excellent attention to detail and working independently
* Strong CRM and KYC knowledge and understanding of compliance regulations
* Post-secondary education in business administration or accounting would be an asset

WHY WORK WITH THIS COMPANY?
* Opportunities for career growth and development
* Hard-working but fun team environment
* Company encourages and supports open communication
* Fast-growing wealth advisory company that prioritizes the needs of clients and staff

APPLY NOW
Please send a resume (quoting job number 16613) to COURTNEY CZEZOWSKI, Senior Recruitment Consultant, at [email protected] or call 204.926.3519 for more information.

ABOUT PINNACLE
Does your current job harness your full potential? As a leading recruitment firm in Manitoba, with 25 industry specialized recruiters, Pinnacle can help. Think of Pinnacle as a personal shopper for your career: First, we get to know you – your skills, experience, career goals, and desired work culture. Next, we present the best-matched career opportunities for you. Finally, once you (and our clients) have found a perfect fit, Pinnacle helps you with the details to ensure a smooth transition. Best of all, we offer this service at no cost to you. When you’re prepared to take the next step in your career, Pinnacle will be ready.

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