Advisor Services Associate
- Employer: iA Securities
- City: Toronto
- Job category: Business Administration, Finance and Accounting, Customer Service and Administrative Support
- Job ID: J0718-0206
- Job type: Regular full time
Company OverviewDo you want to work for an established and growing Canadian company in our Quebec City, Montreal or Toronto offices, or in one of the service points in our extensive Canada-wide network?
iA Securities (iAS) is a brokerage firm which offers equities, bonds and pooled investment funds to institutional and retail clients.
Our network of investment advisors supports and guides clients in their investment decisions. We also offer securities trading consulting and research services with respect to capital markets and institutional financing.
A member of iA Financial Group, iAS is led by an experienced team, driven by a desire to serve our clients with professionalism while conducting business in accordance with the highest industry standards.
Reporting to the Senior Manager, Operations, the Advisor Services Associate acts as the primary point of contact for iA Securities Head Office and Advisors across Canada. The Advisor Services Associate provides assistance, guidance and direction in all areas of iA Securities’ operations. Some of the major accountabilities include:
Acting in a client services role between the retail sales force and Head Office;
Providing first level training and administration support by responding to and initiating contact, furnishing information regarding events, programs and new initiatives;
Providing timely feedback and information to the sales force on a multi-tier level;
Playing a key role on special projects requiring effort and attention beyond their daily activities. These projects may include:
Systems Training & Support (Compass, Croesus, Univeris);
Website (Intranet) Training & Support;
Strong financial services background – brokerage, banking or mutual funds industries experience preferred;
Good computer skills – MS Windows, Excel, Word and Outlook;
CSC/CPH designation preferred (encouraged but not a requirement)
Working knowledge of Dataphile or other industry recognized business applications;
iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia
Minimum 1-2 years industry experience with an IIROC/MFDA firm, preferably in a client services or support capacity or operations or retail;
Previous customer service skills within the financial services industry;
General knowledge of Financial Services Back Office processing;
Excellent communication skills, both written and spoken, bilingualism in French and English a definite asset.
Must be able to work flexible (shift) hours between the hours of 8am – 6pm, Monday to Friday.
iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.