NOC 11103 - Securities agents, investment dealers and brokers at GreenTech Resources Worldwide Canada — NeverHard
NOC 11103 - Securities agents, investment dealers and brokers at GreenTech Resources Worldwide Canada in Regina, Regina region. Skills: CRM Systems, Client Relationship Management, Communication, Financial Analysis, Trading Platforms. Apply on NeverHard.
Company
GreenTech Resources Worldwide Canada
Location
Regina, Regina region
Type
full_time
Required skills:
CRM Systems
Client Relationship Management
Communication
Financial Analysis
Trading Platforms
investment advising
securities trading
Job Summary
Provide investment advice and execute securities transactions for individual and institutional clients. Develop and maintain client relationships while ensuring portfolios align with financial objectives and regulatory requirements.
Number of Positions
5
Main Duties
Assess client financial goals and risk tolerance to recommend appropriate investment strategies and products.
Solicit, onboard and maintain relationships with new and existing clients to grow assets under management.
Execute buy and sell orders through trading platforms and manage trade settlement processes.
Monitor market trends, perform research and prepare investment analyses to support client recommendations.
Prepare client reports, portfolio reviews, statements and investment proposals on a regular basis.
Ensure compliance with securities regulations, maintain accurate records and complete required documentation.
Requirements
Bachelors degree in finance, business, economics or related field, or equivalent work experience.
Registration or licensing as required by the applicable provincial securities regulator or industry body.
Minimum of 2 years of experience in securities trading, investment advising or related financial services.
Strong knowledge of financial products, markets, investment strategies and trading systems.
Proficiency with financial analysis tools, CRM systems and electronic trading platforms.
Ability to pass background and credit checks and meet ongoing professional development requirements.
Required Skills
Client relationship management and prospecting
Financial analysis and portfolio construction
Risk assessment and mitigation
Effective verbal and written communication
Negotiation and sales skills
Regulatory and compliance awareness
Benefits
Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location.
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About GTR Worldwide
We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement.
At
GTR Worldwide
, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.
Disclaimer
The job postings published by GTR Worldwide on this website are for future openings. Postings may be based on occupations and jobs that are expected to be in demand in Canada. Due to the high volume of applications received, this website cannot guarantee that any position is still open or that employment will be offered to every applicant.
GTR Worldwide is not responsible for wages, working conditions, workplace safety, or any other aspects of employment. Every candidate is responsible for conducting their own research about the organization and making informed decisions before accepting any position or offer.
For your own safety and security, please do not share your banking information on this website. We do not post jobs that appear to discriminate against applicants on any protected basis.
If you have any concerns, feel free to contact us by calling our number
1-855-477-9797
, WhatsApp: +16476197975 or by email at
hr@gtrworldwide.ca
.