Licensed Sales Associate / Client Service Associate (Investment Representative or Registered Representative with CIRO)

isting processes. Review and take appropriate action on client account alerts. Provide backup support to other support professionals on the business enablement team or other cross functional teams. Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Perform additional administrative duties that support Financial Advisors in daily business practices a determined by the centralized support model developed by the Business Enablement Team. 5+ years of Financial Services Experience with Full-Service Wealth Advisors and Clients - preference will be given to candidates who are currently registered with CIRO as an Investment Representative or a Registered Representative or have been registered within the past two years with CIRO in either registration category - IR or RR. Options & Insurance licensing an asset University degree or College diploma preferred. Strong industry, product, and wealth management procedures knowledge. Exceptional writing, interpersonal and client service skills. Detail oriented with superior organizational skills and ability to prioritize tasks. Strong computer skills and knowledge of Microsoft Office products, Dataphile, Salesforce, Thomson One, and SharePoint. Team player with the ability to collaborate with cross functional teams. Ability to work in a fast-paced, evolving environment. Goal oriented, self-motivated and results driven. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, fee-based and managed accounts. Enjoys wearing many hats, rolling up sleeves and getting things done. Self-motivated / self-starter with excellent work ethic, and a high degree of professionalism and accountability. Creative problem solver with demonstrated ability to manage multiple priorities with short deadlines. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.