Location
victoria, capital regional district, Canada
Posted
July 13, 2026
Job Description
Drive client success as a Portfolio Assistant at 1225 Douglas Street. Utilize your investment expertise to achieve business objectives and enhance client relationships.
We are seeking a motivated Portfolio Assistant with 2-3 years of experience. Your role will focus on identifying best practices in sales performance, expanding client relationships through proactive outreach, and providing exceptional support. Ideal candidates will possess advanced investment knowledge to aid team objectives and ensure compliance with industry regulations.
Key Responsibilities:
• Identify sales performance gaps and recommend solutions
• Build client relationships via outbound calls and telemarketing
• Coordinate marketing initiatives to support client conversations
• Analyze client data to provide actionable insights
• Resolve client complaints effectively and efficiently
Requirements:
• 2-3 years of relevant experience in investment services
• Advanced knowledge of investm...
We are seeking a motivated Portfolio Assistant with 2-3 years of experience. Your role will focus on identifying best practices in sales performance, expanding client relationships through proactive outreach, and providing exceptional support. Ideal candidates will possess advanced investment knowledge to aid team objectives and ensure compliance with industry regulations.
Key Responsibilities:
• Identify sales performance gaps and recommend solutions
• Build client relationships via outbound calls and telemarketing
• Coordinate marketing initiatives to support client conversations
• Analyze client data to provide actionable insights
• Resolve client complaints effectively and efficiently
Requirements:
• 2-3 years of relevant experience in investment services
• Advanced knowledge of investm...