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Financial Advisor Assistant


  • Perform administrative tasks such as scheduling appointments, preparing documentation, and marketing activities.
  • Provide ongoing service and support to clients.
  • Ensure client information is accurate and current.
  • Respond to client inquiries in a timely, responsive manner.
  • Resolve issues affecting client transactions expeditiously and accurately.
  • Identify opportunities to increase revenue within the existing client base.
  • Maintain up-to-date product and industry knowledge.

Key skills or attributes

  • Excellent computer skills
  • Articulate and personable
  • Attentive to detail

Salary range:
$30,000 – $50,000

Recommended courses:
Canadian Investment Funds Course (CIFC)
Ethics and Professional Conduct Course (EPC)
Exchange-Traded Funds Course