Hybrid Investment Advisor - Client Relations

Step into a pivotal role as a Hybrid Investment Advisor, focusing on client relations and securities advisory. This position emphasizes business development while delivering exceptional service to clients.
In this vital hybrid role, you will manage relationships and compliance for a diverse clientele. Your expertise in mutual funds and exchange-traded funds will be essential. The position requires robust communication skills in both French and English, as you troubleshoot operational issues and oversee budget compliance.
Key Responsibilities:
• Administer compliance and budget oversight across branches
• Troubleshoot everyday operational issues with support teams
• Manage complex client cheque deposits and related tasks
• Facilitate recruitment and logistics for administrative staff
• Analyze and implement personalized client solutions
Requirements:
• Two years of relevant investment experience required
• College diploma or related qualification essential<...