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Company | CareerBeacon |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-08-24 |
Posted at | 9 months ago |
Hours37.5Workplace ModelHybridPay Details
- Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
- Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
- Use insights to continually improve individual and team performance for clients
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
- Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
- Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
- Accept/create leads and ensure correct referral coding administration
- Adhere to all policies and procedures and maintain a culture and operation of risk management
- Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Undergraduate degree or community college diploma preferred
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative
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