Sales Assistant

What is the Sales Assistant role?

The Sales Assistant’s job is to help either an Investment Advisor or more typically a small number of Investment 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?

Broker’s Assistant

What is the earning potential for this role?

$35,000-$50,000/year
Avg Salaries from Canadian job sites

What are the recommended credentials and courses?

Below are the courses and credentials recommended for this career.