Quick Links

CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the Branch Administrator (Investment Dealer) role?

The Branch Administrator’s job consists primarily of supporting the Branch Manager and Assistant Branch Manager, as well others in the Branch. In some cases the Branch Administrator may perform some branch manager functions and as such would be registered. Strong organizational, communications, and project management skills are a requirement for this job.

What are the responsibilities of this role?

  • Assisting the Branch Manager and Assistant Branch Manager on a day-to-day basis
  • Aiding the job performance of the branch management team as needed
  • Reviewing daily activity statements
  • Maintenance of files and records
  • Interacting with customers and all those employees within the branch
  • Managing correspondence and communications to and from the management team
  • Liaises with human resources on some (hiring, benefits) matters

What is the earning potential for this role?

$35,000-$65,000/year
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.

Courses

Canadian Securities Course (CSC®)

Conduct and Practices Handbook Course (CPH®)

Investment Dealer Supervisors Course (IDSC)

Options Supervisors Course (OPSC®) (if supervising option activity DFC and OLC or DFOL also required)

Canadian Commodity Supervisors Course (if supervising futures activity DFC and FLC also required)

Find active jobs for this role

glassdoor
Indeed
linkedin
workopolis