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 for 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

Have Questions?
Get in Touch

Canadian Securities Institute seeks your permission to contact you on the details given in your profile for the purpose of sharing course content, updates and offers.