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Licensed Financial Services Assistant
Overview
This position plays an important role providing quality client services to our military members and their families.
We promote and encourage military members to financially plan, not only for themselves but their families as well. We believe that when members of the Canadian Armed Forces are able to take good care of themselves and their families, they can do better both at home and at work.
You will have the important role to greets clients and potential clients, ascertain the nature of business and determine their needs. You will be liaising with clients, advisor and fund companies to facilitate trade requests. You will need to be a compassionate, empathetic and detail-oriented person who possess strong listening and oral communication skills to be successful in this role. Patience, a passion for helping people and being a team player are also essential attributes. Each day you will make a difference in the lives of clients and will be contributing to improving the quality of life for our military.
Qualifications
College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field
AND
Mutual Fund Dealers Association of Canada (MFDA) License
Please note that candidates working towards their (MFDA) licensing will be considered.