Investment Associate
Altis Professional
Mississauga, ON, Canada
1d ago

Our client, in the Financial Industry, is looking for an energetic self-starter to join their team as a Investment Associate at their Hamilton office! This role is responsible for providing outstanding customer service, managing accounts, as well as processing daily transactions.

Roles and Responsibilities

  • Answer phone calls and emails in regards to inquiries and follow ups
  • Control, manage and balance cash
  • Prepare, process, and administer investment products (GICs, RSPs, RRIFs, Chequing Accounts, Business Accounts, etc)
  • Process deposit agent commissions, estate transactions, and re-registrations
  • Identify, develop and maintain new business relationships
  • Assist with planning, implementing, and executing business plans with Management
  • Other duties as assigned
  • Qualifications and Experience

  • Minimum 3 years' experience in investment and savings, preferably at a Bank
  • Excellent knowledge of GICs, RSPs, and RRIFs
  • Knowledge of Anti-Money Laundering and Anti-Terrorist Financing
  • Extremely professional and customer service driven
  • Strong computer skills
  • Excellent organizational and communication skills (written and verbal)
  • Education and Certifications

    Minimum education required : University Degree or College Diploma

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