Associate Investment Advisor
Job Description
Investment Advisor Associate
The candidate is a highly self-driven professional with strong administrative expertise and a reliable work ethic. They offer the ability to meet deadlines efficiently, whether working independently or collaboratively within a team. With demonstrated time management skills and a strong commitment to customer service, they would be a valuable asset to the role.
As a key member of the team, contributions are important to the success of the client relationship with the Investment Advisor, and to the success of the team as a whole.
Responsibilities:
- Build and strengthen client relationships by serving as the primary point of contact—responding promptly to requests and proactively resolving issues.
- Prepare and review daily/monthly/annual client reports, client correspondence and taking ownership of project work;
- Process and follow up on security transactions and transfers;
- Service clients' general day-to-day requests, providing timely support, and maintaining positive client relationships.
- Maintain Investment Advisor files, calendar & expenses;
- Perform additional administrative & office duties as required.
Requirements:
Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Must meet the licensing and certification requirements for the role.
- Excellent proficiency with MS Office particularly Word, Excel and Outlook;
- Strong analytical, verbal, and written communication skills;
- Ability to work in a team environment and demonstrate a professional and friendly manner
- Superior customer service skills with meticulous attention to detail.
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide follow up;
- The ability to work within deadlines in a high-volume, pressure-oriented environment;
- Ability to effectively handle confidential information.
About Us
Lakeshore Securities Inc. is an independent, privately owned investment management firm.
In its role as a trusted fiduciary Lakeshore provides advisory and portfolio management services to individuals and their families, corporations, foundations and institutional investors.
Job
Wealth Management
Salary & Type:
$45,000 - $70,000 (Salaried)
Salary will vary based on skills, experience, education and qualifications for the role. Lakeshore also offers a comprehensive benefits package.
Primary Location
Oakville, ON
Organization
Head Office
Schedule
Full-time
Status
Permanent Full-Time
Contact
Meghan MacNicol
How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Lakeshore Securities Inc. in Oakville.
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