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?

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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