NOC 11103 - Securities agents, investment dealers and brokers

GreenTech Resources Worldwide Canada | Full time

NOC 11103 - Securities agents, investment dealers and brokers

Provide investment advice and execute securities transactions for individual and institutional clients. Develop and maintain client relationships while ensuring portfolios align with financial objectives and regulatory requirements.

Number of Positions

5

Main Duties

• Assess client financial goals and risk tolerance to recommend appropriate investment strategies and products.
• Solicit, onboard and maintain relationships with new and existing clients to grow assets under management.
• Execute buy and sell orders through trading platforms and manage trade settlement processes.
• Monitor market trends, perform research and prepare investment analyses to support client recommendations.
• Prepare client reports, portfolio reviews, statements a...