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What is the Mutual Funds Sales Assistant’s role?

The Sales Assistant’s job is to help either an advisor or more typically a small number of advisors. The typical career progression for the Sales Assistant is to eventually become an Associate Advisor.

What are the responsibilities of this role?

  • Taking client calls
  • Writing up order tickets
  • Processing the paperwork for opening and closing accounts
  • Recording a client’s purchases and sales
  • Informing clients of changes to their accounts

What are the alternate names for this role?

Bond/Stock Deliveries Clerk, Receipts Clerk, the Bond/Stock Cage Clerk, the Vault Clerk

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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