Investment Advisor Assistant salaries in Dorval, QC

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement. Maintain Financial Advisor files; and.

Provide excellent client service to all inquiries, including quotes and client account related inquiries. This role will support a team of Investment Advisors/…

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement.

$50,000–$55,000 a year

Vous aurez de nombreuses occasions de vous épanouir et de faire progresser votre carrière dans un milieu inclusif où l’on reconnaît votre valeur et vous…

$105,000–$123,000 a year

Préparer et personnaliser les rapports sur le portefeuille des clients et clientes, les documents de présentation, les propositions et les ordres du jour des…

$79,000–$90,000 a year

Maintain organized electronic and physical filing systems. Coordinate meetings, appointments, calls, and events across business and personal commitments.