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
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
