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| Position Type: | Contract |
| Location: | London, Ontario |
| Date Posted: | Oct 26, 2014 |
| Experience: | 2 Years |
| Education: | College Diploma (2 years) |
Job Description
6 month contract – could lead to full time
A Senior Financial Advisor at Manulife Securities Inc. is seeking a dedicated individual who enjoys working in a small office environment that allows for flexibility and encourages work life balance.
It is very important that the applicant has worked in a Financial Planning or brokerage firm and has a good working knowledge of mutual funds and transactions related to RRSP’s, RRIF’s and TFSA’s.
The applicant should also be mutual fund and or CSC licensed or working towards their designations.
The duties include:
-greeting clients, taking phone calls, and assisting the advisor team with back office administration
-focusing on setting and achieving weekly and monthly goals
-assisting senior advisor with work flow and task management
-assisting other advisors in the office with administrative tasks and paperwork, as needed
Significant experience with MS Excel, Word and Outlook is essential. Experience with contact management software such as Act, or the Dataphile trading system is a definite asset.
Salary will be commensurate with experience along with a bonus system for meeting individual and team goals.
Please forward resume by email only, to Michael Arts, Oaktree Wealth Management at Manulife Securities Inc. oaktree1@outlook.com
All resume’s will be kept strictly confidential. Only qualified applicants will be contacted.
