Ventum Financial
Investment Advisor Assistant - Client Relations
Job Description
A financial services company in Calgary is seeking an Investment Advisor Assistant to support Investment Advisors in building client relationships and performing administrative tasks. The ideal candidate should have at least 3 years of experience in a regulated financial environment, be CIRO licensed, and possess advanced communication and organizational skills. This role emphasizes proactive problem-solving and attention to detail in a client-focused setting.
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