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26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
We are constantly seeking additional team members for our Advisory practice, as are our colleagues at IA Private Wealth. The candidate must exemplify a solid work ethic, good communication skills and attention to detail. The focus is on Marketing support or backup to Admin support. This is a full-time position with a base salary range of $50,000-$120,000 dependent upon your skill set and work experience. The candidate should be licensable from our regulator CIRO.
Completion of the Canadian Securities Course is a must. You should note on the subject line of your email that you have completed the Canadian Securities Course.
We have a unique business here, with a $500 million book. The candidate should aim to be part of the longer-term succession plan of our independent business.
Duties may include:
Developing new client relationships
New account openings and updates
Inputting new issue orders
Proposals
Account documentation
Subscription agreements
Dealing with Branch Manager's requests
Money and investment transfers
Handling reorganizations
Responding to client service requests
Reliable phone coverage
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness.
Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
