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?

$35,000-$50,000/year
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.

Courses*
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*This is a licensing course i.e. a regulatory requirement in Canada for this job role.

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