Job Title : Investment Advisor
Location : Toronto, ON M5B 2L7 (in office twice a week on a rotational basis to cover team functions that can only be done on site)
Duration : 6 months
Pay Rate : CA$41.38 / Hour on T4
Role Mandate :
- Provides end-to-end support for client’s mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders.
- Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders.
- Areas of operational expertise include Broker / Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.
Role Responsibilities Include (but are not limited to) :
- Act as a liaison between vendors and investment advisors
- Security maintenance and update for equities, fixed income and private companies.
- Analyses data to perform day-to-day price variance reports for securities.
- Designs, develops, and implements innovative analytical solutions to improve client reporting.
- Produces regular reports as required.
- Daily monitor and update of spots rates as per client requirements.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- May function as a problem-solving resource for more junior staff.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
- Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provides accurate, consistent, and knowledgeable responses to internal / external stakeholder questions and requests.
- Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Monitor team mailboxes
- Monitoring the Missing Price Report, handling missing price inquiries, and correcting missed or incorrect prices
- Security & GAC set ups
- Equity set ups for private placements
Must-Have Skills :
- Candidate must have knowledge on vendor sources like Bloomberg, Eikon and Fundserv
- Knowledge on Capital market products (Equities, Derivatives and Fixed income securities)
- Excellent organizational, prioritization, time management skills
- Intermediate to advanced Excel functionality
Nice to Have Skills :
- Experience with Broadridge (ADP) and FIS (Global Plus) will be an asset.
Investment Advisor
Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clients reac...
Investment Advisor
Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clients reac...
Investment Advisor
Job Title : Investment Advisor Company : Primerica Location: North York, ON Job Type : Full-Time/Part-Time Job Summary: As an Investment Advisor at Primerica, you will be responsible for offering personalized investment advice and financial solutions to clients, with a primary focus on r...
Investment Advisor
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clien...
Représentant bilingue, Centre de services aux conseillers | Advisor Service Centre Representative Bilingual
Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre. Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies. We o...
Advisor, Compensation
We are seeking an Advisor on the Compensation team within Total Rewards. At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability. CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppli...
Financial Advisor, Investment & Retirement Planning - Clarkson Branch, Mississauga, ON
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. A com...
Senior Advisor, Corporate Security
Corporate Security at CPP Investments develops and maintains a comprehensive and robust security, life safety and emergency response program to mitigate risks to our employees and assets. The Senior Advisor for Corporate Security will play a pivotal role in ensuring the safety and security of our or...
Senior Advisor Asset Management & Investment
Reporting to the Senior Manager - Investment Management to support maximizing the profitability of investment decisions by operationalizing approved investment processes, developing new processes and tools as required and providing expert help for implementation across OPG. Ontario Power Generation ...
Advisor Service Centre Representative
You will provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre. You will work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investmen...