Investment Advisor Assistant

Expected Total Compensation:

$65,000 to $70,000

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience and welcomes accommodations during the interview process.

Responsibilities:

• Work directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.
• Assist Investment Advisors with processing and confirming client transactions.
• Deal directly with all clients, provide quotes, and execute trading orders.
• Maintain account lists and compile statistical information and reports.
• Process and follow‑up on client documentation for proper maintenance of accounts.
• Assist with servicing existing clients.
• Participate in developing the wealth busine...