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City Oakville
State/Province Ontario [ON]
Title Team Lead - Investments
Responsibilities • Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction
• Manage efficiently in a multi-tasked environment, ensuring deadlines are met
• Ensure an optimal level of customer service and professionalism is provided
• Be an effective team player and flexible in adjusting to changing work priorities
Participate fully as a member of the branch team and contribute to a positive work environment
• Some junior financial planning
Requirements • Experience as a Sales Assistant/Administrative Assistant
• Experience as a supervisor or managing staff
• Team player
• Ability to work in a fast paced, and dynamic sales oriented environment
• Excellent communication skills and organizational skills
• Fully licensed (CSC and CPH) "RR" or "IR" registered
• Excellent computer skills with proficiency in the use of MS Office suite of products
Functional Area Financial Services
Job Type Full-Time
Compensation $45K-55K +
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