Investment Client Representative (Hybrid - Custodian Bank)
By Aston Carter At Toronto, Ontario, Canada
CSC Certification (Obtained, or in the Process Of)
Strong Communication Skills (English - Verbal & Written)
Working Knowledge of Microsoft Office (Outlook, Word, Excel)
Job duties include, but are not limited to the following:
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
Operations Investment Representative Jobs
By Insight Global At Toronto, Ontario, Canada
-Completed Degree/ Diploma in Finance, Business, Administration or related
-Keen eye for detail when tracking and formulating data
-Proficiency with Excel (Macros, V-Lookups, Familiarity with Access databases)
-Familiarity with the Canadian stock market is a high priority for this role