Id : 62398
Category : Office Personnel-Perm
Location/City : AB – Edmonton
Region : Edmonton Area
Job Type : Permanent
Recruiter Name : Tracy Callander

Please submit your resume directly to Tracy Callander at

If you are a licensed Investment Assistant with experience working with a top producer, we want to hear from you! Our downtown client, offering a high degree of professionalism and ethics, is seeking a seasoned professional to join their successful team!
Offering great career potential with a collaborative team!

Key Account Responsibilities and Functions

  • Liaising with various internal and external stakeholders on a continuous basis
  • Dealing with client requests and inquiries such as investment information, taking orders and resolving client complaints in a timely manner
  • Responsible for closing and/or transferring accounts
  • Ensuring accurate and timely data entry and documentation of client files while maintaining compliance standards
  • Other administrative tasks relating to the day to day operations as assigned

Required Skills and Qualifications

    • Minimum 5-10 years of direct related experience in an Investment/Securities firm
    • Completion of the Canadian Securities Course and/or Conduct and Practices Handbook and IIROC license
    • Experience in buying/selling offers from clients and completed trade tickets
    • Intermediate MS Office skills; familiarity with industry specific software
    • Up to date knowledge of compliance issues relating to buying/selling stock
    • Strong understanding of current market activities; ability to provide clear and concise information to clients upon request
    • Strong work ethic with strong organizational skills and strong communication skills
    • Professional appearance and demeanor is a must
    • Clean criminal record check is mandatory

Salary range for this position is $50,000-$70,000 per year; and will commensurate with experience. A Benefit package will also be provided!
Please quote Job Reference # 62398

Please submit your resume directly to Tracy Callander at
Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton, Calgary, and Vancouver. We have over 40 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.
Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from

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