About this role
Investment Advisor Assistant at Cgf. Location: Toronto, Ontario, Canada. Role: supporting advisors, processing transactions, servicing clients Requirements: CIRE exam completion and CIRO licensing required, 2+ years securities experience, strong communication/organizational skills, MS Office proficiency; experience with Dataphile, Salesforce, Maximizer, netx360 is an asset. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Dataphile, Salesforce, Maximizer, netx360 Certifications: cire, ciro Commitment: Full Time Workplace: Onsite Languages: English