Investment Services Associate

  • Brittany Toth - Sun Life Financial
  • 390 Commissioners Rd W, London, ON, Canada
  • May 04, 2022
Financial Services

Job Description

Investment Services Associate

Reporting to and employed by an independent Financial Planner at Sun Life Financial. This position is an office position with the potential opportunity to work partially remotely. By utilizing knowledge of current investment trends in Canada, you will provide administrative maintenance of clients’ investments accounts to assist in building client portfolios.

Do you have
  1. Critical thinking and analytical skills  
  2. Working knowledge of investments and Mutual Funds in Canada
  3. Active listening and communication skills
  4. Attention to detail with a high level of accuracy
  5. Positive and compassionate attitude
  6. Passion for financial investments
  7. Strong work ethic
Job Responsibilities
  1. Review client’s investment portfolios
  2. Recommend investments trends to Financial Planner
  3. Track client’s investments
  4. Stay up to date with market changes
  5. Complete investment applications for opening new accounts
  6. KYC, KYP and LTA updates
  7. Write detailed and accurate investment reports
  8. Track and follow up on transfers into client accounts
  9. Accurately initiate client request for changes to accounts
  10. Work Independently or collaboratively with team members
  11. Respond to clients’ inquiries with professionalism and confidentiality
  12. Verify information on investment applications
  13. Compliance Professional to Canadian Investment Standards and Code of Ethics
Requirements
Minimum of College Diploma – preferred area of focus is Financial and Wealth Management
Mutual Fund License through MFDA Canada
Advanced Excel
Business Communications

Position
Full-time starting September 1, 2022 (Part-Time July and August during probation and training)
Annual growth opportunities and bonus potential at performance reviews as the Investment Portfolio grows.
Opportunities for advancement after one year and KPI are firmly established.
Please send your resume and letter by email to  Brittany.Toth@sunlife.com by May 15, 2022.