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Hello Experts, I need some clarification,

Im currently a financial Advisor at Scotiabank and I got offered a position at Connor Clark & Lunn (Investment Management firm) as a Retail Portfolio Specialist. The salary is $50k/year which is $9k more than what I make now however my current role is skill level A. I am not too sure what the NOC code for this position is and whether It will count towards my PR application next year.

Job Description

  • Maintaining and reconciling client portfolio data; this involves connecting with external custodians as well as various areas within CC&L Private Capital and CC&L Funds Inc.
  • Maintaining system and client data (i.e., portfolio administration system, trade order management system, client reporting system).
  • Responding to ad hoc client portfolio queries from custodians and front office.
  • Coordinating account transfers between various custodians.
  • Performing trade input and monitoring as well as trade and portfolio reporting to the managers.
  • Providing trade support back up including trade updates as well as trade and wire confirmations.
  • Providing SMA trading back up including updating model portfolios and implementing model changes.
  • Data Management.
Candidate Profile

  • At least two years of related working experience; experience in an institutional investment firm, bank or trust company is an asset.
  • Strong computer skills with advanced knowledge of MS Excel.
  • Exceptional attention to detail including sorting, filtering, and handling vast amounts of data.
  • Team oriented with strong interpersonal skills
  • Proven ability to think logically and problem solve effectively.
  • A positive attitude coupled with an interest for the investment industry.
  • Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
  • Demonstrated ability to work efficiently under pressure; dealing with changes and interruptions while maintaining strict deadlines
  • Undergraduate degree in Business, Finance, Accounting, or Economics
  • Completion of the Canadian Securities Course is an asset
 
Any news guys??

No change with me. Waiting for my notes to come any day now, its been more than 30 days.
 
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Any news guys??

No change with me. Waiting for my notes to come any day now, its been more than 30 days.

CEC is still slow. I am also waiting for my notes. Should be getting it by Nov 15. Please let us know what you have there.
 
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I am doing the same. Actually, I have my pnp pr (paper based) going on too, since August 2016 no update on that one as well
We are the same! I another pnp paper application going on at the same time. But nothing has been updated yet.
 
Do you guys think it’s safe to switch jobs right now? Or it may cause delays? Im thinking to change position but with the same employer. Im on BOWP at the moment.
 
i sent them everything upfront, why is this taking so loooong:(:(:(
i haven't seen my family for 6 months...
 
my husband had a few visa rejections. do you guys think this can cause any delays? im really worried about this