Full-time
Investment Advisor Assistant - Client Relations
Posted by Ventum Financial • calgary, ab, Canada
About the Role
A financial services company in Calgary is seeking an Investment Advisor Assistant to support Investment Advisors in building client relationships and performing administrative tasks. The ideal candidate should have at least 3 years of experience in a regulated financial environment, be CIRO licensed, and possess advanced communication and organizational skills. This role emphasizes proactive problem-solving and attention to detail in a client-focused setting.
#J-18808-Ljbffr
#J-18808-Ljbffr
Ready to Apply?
Submit your application today and take the next step in your career journey with Ventum Financial.
Apply Now