About this role
Investment Advisor Assistant at Ventum Financial Corp.. Location: Vancouver or Montréal or Port Alberni or Edmonton or Prince George or Ottawa or Winnipeg or Victoria or Calgary or Toronto. Role: supporting advisors, entering trades, reconciling trades Requirements: 3+ years in regulated financial services admin/sales support; CIRO (IR or RR) mandatory, Canadian Securities Course and Conduct & Practices Handbook current; trade execution, advanced Microsoft Office, strong communication and compliance knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: Dataphile, Portfolio AID, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word Certifications: ciro (ir or rr), canadian securities course, conduct & practices handbook Commitment: Full Time Workplace: Onsite Languages: English