Finance executive scaling systems, cash flow, and profitability for Hadley Designs’ screen - free learning products. Leading financial strategy, automation, budgeting, and forecasting for growth toward $100M.
About the role
- Associé aux services d’investissement chez Letko, Brosseau & Associés, gestionnaire de placements mondial canadien. Soutien aux clients privés et institutionnels, aux conseillers et au développement commercial.
Responsibilities
- Assist Investment Counsellors in maintaining and developing relationships with existing clients
- Support business development and marketing efforts
- Serve as the primary point of contact for administrative inquiries related to private and institutional client accounts
- Coordinate Investment Counsellors’ meetings with existing and prospective clients
- Prepare required presentation materials
- Respond to client and prospective client inquiries by phone and email
- Process contribution, withdrawal, and transfer instructions
- Respond to requests for statements and portfolio reports, tax inquiries, account openings, and general questions about the firm and its services
- Complete account-opening documentation and manage the onboarding process for new clients
- Obtain the documentation required to update client files in accordance with regulatory and compliance requirements
- Liaise with custodians and the accounting, trading, and compliance departments
- Participate in business development projects, initiatives, and events
- Support proactive prospect outreach, database management, analytics tracking, and client events
- Share information and ideas with colleagues to improve team operations
- Become familiar with the firm’s investment approach and strategies
- Perform various routine administrative tasks
Requirements
- College diploma or undergraduate degree, ideally in business administration or a related field
- Canadian Securities Course (CSC®), an asset
- Minimum of five years of work experience in the financial services industry
- Excellent proficiency in the MS Office suite
- Ability to learn new technology tools quickly, such as portfolio management software and CRM databases
- Client-focused, with a commitment to providing exceptional service
- Personable, with strong communication skills
- Excellent organizational skills, with the ability to multitask and manage priorities
- Self-motivated, resourceful, and adept at problem-solving
- Diligent and detail-oriented
- Team player who thrives in a collaborative work environment
- Fluency in French and English, both spoken and written
Benefits
- Attractive and competitive base salary, plus annual bonus
- Hybrid work model (office and remote work)
- Medical, dental, and life insurance coverage from day one
- Short- and long-term disability insurance from day one
- Corporate discount on a fitness centre membership
- Employer contribution to a Deferred Profit-Sharing Plan (DPSP)
- Supportive and inclusive environment
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