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.

Responsibilities Include

  • 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

Alternate Name

Broker's Assistant

Earning Potential

Avg Salaries from Canadian job sites

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Required & Recommended Credentials and Courses

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


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