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Investment Advisor Assistant — Elevate Client Service

Company

Ventum Financial

Location

victoria, capital regional district

Type

Full-time

A leading Canadian investment firm in Victoria is seeking an Investment Advisor Assistant to support Investment Advisors in delivering exceptional client service. The successful candidate will help maintain client relationships and perform key administrative tasks including trade execution and compliance monitoring. A minimum of 3 years experience in the financial services industry and CIRO licensing are required. The role demands excellent communication skills and strong organizational abilities, with an emphasis on problem-solving in a fast-paced environment.
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