Our client, an wealth management advisory located in North York is seeking a detail-oriented and proactive a Licenced Sales Assistant to join their team. This role provides comprehensive administrative and operational support to their Senior Wealth Advisor playing a key part in ensuring a smooth and efficient administrative assistance and client experience. The successful candidate will support day-to-day activities, client communication, transaction processing, and general administration.

Key Responsibilities:

Client Communication

• Respond to client inquiries by phone and email
• Handle client correspondence and maintain professional client relations
• Transaction Processing
• Assist with processing and confirming client transactions
• Execute trade orders under direction and follow up on account transfers and documentation

Administrative Support

• Maintain account lists and client files
• Compile reports and statistical data as required
• Prepare documentation for client meetings and reviews

Client Service

• Provide ongoing support to clients, ensuring accurate and up-to-date information
• Troubleshoot and resolve client issues efficiently
• Marketing & Business Development
• Support marketing initiatives, client events, and presentations
• Help identify potential revenue opportunities within the existing client base

General Office Administration

• Schedule appointments and manage calendars
• Prepare correspondence and maintain office supplies

Required Skills and Qualifications:

• Education: High school diploma or equivalent required; post-secondary education in finance, business, or a related field is an asset
• Experience: Prior experience in a financial services or investment advisory environment preferred
• Certifications: Completion of the Canadian Securities Course (CSC) is required

Skills:

• Excellent communication and interpersonal skills
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple tasks and deadlines effectively
• Proficiency with MS Office and industry-related platforms

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process