Financial Services Assistant (FSA)

The Financial Services Assistant (FSA) is the on‑location ambassador of our branch office. The FSA greets clients and ensures that the branch meets the standards of client experience expectations. The FSA also provides support to advisors in the branch or remotely across the country as assigned by their manager, including proactively calling clients for appointments, preparing administrative support for appointments, and managing client data with sensitivity and confidentiality.

Qualifications

Education, Certifications and Licenses

• High school diploma.
• Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC).

Experience

• Providing administrative services in a financial planning, counselling and/or insurance environment.
• In‑office administration.
• Maintaining filing systems.
• Proofreading.
• Data entry, data ...