About this role
Investment Advisor Assistant at Cgf. Location: Oakville, Ontario, Canada. Role: assisting transactions, processing documentation, servicing clients Requirements: 2-3 years securities industry experience; CSC and CPH completion and IR licensing with CIRO; strong communication, organization, and client-service skills. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Dataphile, Netx360, MS Office Certifications: csc, cph, ir ciro Commitment: Full Time Workplace: Onsite Languages: English