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Jobs at Cowan Insurance Group

Investment Assistant

Location: Brantford, Ontario, Canada

Department: Wealth Management

Type: Full Time

Min. Experience: Entry Level

Job Summary:

  • The incumbent will be responsible for Branch trade input and administration duties for financial advisors including:
  • Preparing files and forms for client meetings
  • Processing all trades subsequent to client meetings, efficiently, accurately and on time
  • Inputting and maintaining data in Client Relationship Management syste, 
  • Follow up calls and maintenance of advisor calendar
  • Assist and support advisor to effectively manage each account
  • Build relationship with clients
  • Support and backup for other Investment Administrators
  • Advise advisors of any business opportunities

Qualifications:     

  • University/college degree preferred or related experience in Financial Services Industry
  • Mutual Fund Licence, or willing to obtain
  • Comprehensive knowledge of investment products
  • Computer proficiency in Word, Excel and CRM/Outlook
  • Complete and on-time delivery of services
  • Strong written and verbal communication skills
  • Strong analytical ability and judgment
  • Strong organizational, time management, accuracy and prioritizing skills 

We invite interested candidates submit their resume in confidence to human.resources@cowangroup.ca. While we appreciate the interest of all applicants, we will contact only those selected for interviews.  If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision. 

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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