August CEC Applicants
- Thread starter jesuscares
- Start date
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
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.
- 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
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.
Some August 24th CEC single applicant just got ppr today. His status was on NA2 since around Sep 8th. IP 2 some day between last Tuesday and today.
We are the same! I another pnp paper application going on at the same time. But nothing has been updated yet.
I got my medical on that one today and RPRF on EE on 31st.. I submitted upfront for paper but they still asking