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Financial Advisor Assistant

About Us

AI Financial has been in the industry of financial investment for more than two decades. We insist on value investing, and we believe that only socially responsible companies can truly help their clients make profits. From the start of our financial business to now, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients as well as 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. AI Financial is a fast-growing financial company. We are hiring people who are thinkers, learners, and team workers. People who are willing to grow with the team and explore the new adventure together.

We Offer:

  • Rapid Career Development
  • Significant Opportunities for Experimentation and Growth
  • A mutually supportive team environment where recognition and feedback are considered most important

Job Description

  • Communicating with clients
  •  Assisting investment advisors with handling client requests and maintaining a client database
  • Responsible for completing investment application forms and providing them for client review and signing
  • Assisting investment advisors with tasks such as processing business transactions, data input on electronic platforms, scheduling client appointments, client prospecting, and organizing client files using work software to ensure an excellent client experience
  • Participating in brainstorming activities and contributing from concept development to the visual execution of advertising campaigns, brand design, and marketing materials
  • Performing other duties as required by the investment advisor

Requirements

  • Proficiency in both spoken and written English and Mandarin (Chinese)
  • Proficient in using MS Office
  • Ability to multitask
  • LLQP license holders preferred
  • Background in finance or relevant work experience preferred

Contact Us

If you are interested in this position, please send your resume to info@aifinancial.ca with the email subject titled 'AIF - FA Assistant Internship'