Financial Advisor Assistant Intern

Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us!

About AI Financial

Al Financial is the leading financial investment service provider in Canada. We insist on value investing, and we believe that only socially responsible companies can genuinely help their clients make profits. Working with funding and insurance companies, we select the fund products suitable for our clients and manage various types of investment accounts such as TFSA, RRSP, etc. At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage. 

We’re currently looking for a motivated, self-driven individual to join our Financial Advisor team. The successful candidate will be responsible for daily routine and other requests from the Voice President of Sales. If you have a passion for finance and investment, and you enjoy learning and exploring different projects and experiences, you are the right candidate.

What we offer you:

  • Fast-paced career growth
  • Massive opportunities to TRY and GROWN
  • A supportive team environment, where recognition and feedback are considered the most important

Accountabilities and Responsibilities:

  • Communicate with clients with great client service skills
  • Assist the manager to handle client requests and maintain the client database
  • Responsible for completing investment application forms and providing them to clients for review and signature
  • Assist the Investment Advisors by helping to process the business, entering data on electronic platforms, booking client appointments, uncovering sales opportunities, and preparing client files using tools required to provide the ideal client experience
  • Contribute to the creative process from concept to visualization and execution of ad campaigns, brand design, and marketing collateral
  • Perform other duties as the manager may need 

Qualifications:

  • Fluent in both Mandarin and English is MUST
  • Recently graduated from college or university
  • Time management and organization skills
  • LLQP licenses preferred 

We want to hear from you!

Please send your resume to info@aifinancial.ca with the subject “AIF- Financial Advisor Assistant”