Will include but not be limited to:

Providing a high level of support to a Financial Planner

•     Contributing in a Team atmosphere as well as on an individual basis

•     Satisfy client needs and expectations through efficient and effective service

•     Providing professional, knowledgeable and support service to clients

•     Maintain compliance standards

•     Other special projects as required

Required competencies and behaviors:

•     Ability to be Confidential

•     Reliability and accountability

•     Good communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy and patience

•     Professional behavior demonstrated at all times

•     Proficient in using email, word, excel (&PowerPoint), aptitude for learning new technology

•     Understands the need to change and responds to change in a positive manner

•     Ability to prioritize multiple tasks and interruptions

Required Skills:

•       Bilingualism will be considered an asset

•       Post-Secondary Education

•       Finance background will be considered an asset

•       Need the ability to work independently & able to learn quickly