Financial Services Associate - Mutual Funds

Ottawa (ON) On-site Only
Opportunity Number: 2066064
Financial Services & InsuranceFinance & Accounting
LanguageSecurity Clearance
English 100%, French 90%Criminal Check at time of placement
Start PeriodDate Posted
ASAPFriday, November 19, 2021
Job Description

Our client in the Financial Industry is seeking a Bilingual Financial Services Associate to join their growing team on a permanent basis!

The successful candidate will be fluent in French and English, have a minimum of 4-5 years' experience in a similar role, and have their mutual funds license.

Roles and Responsibilities

  • Assist in client information gathering on behalf of the Advisor
  • Complete and submit applications for new business/clients
  • Process all client account transactions (contributions, withdrawal requests, pre-authorized contributions and account rebalancing)
  • Follow up with clients on any missing information to ensure any open items are complete
  • Enter data to generate client reports, follow-up on client inquiries, and resolve any issues or concerns
  • Maintain complete client files and ensure documentation is in good standing
  • Update client files with any changes or life events
  • Other administrative duties as required

Qualifications and Experience
  • Minimum 4-5+ years' experience in the Banking or Financial industry
  • Mutual Funds License is a must
  • Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) an asset
  • Knowledge of investment process and procedures
  • Fluently Bilingual (English and French) with strong verbal and written communication skills

Education and Certifications

Minimum education required: University Degree or College Diploma

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2066064

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