Explore some of the current openings available through our firm here. We’re also always happy to discuss other opportunities in Canada and the offshore areas we service.

Associate Advisor / Investment Advisor Assistant



Bermuda offers a year-round sub-tropical climate only 2.5 hours from Toronto. Combining Bermuda's incredible weather, $US pegged currency, low tax (6%), excellent work / life balance makes this an ideal opportunity for those individuals wanting to explore new challenges and opportunities.

We are searching for an experienced professional to join our client, one of Bermuda's leading independent investment management and financial services firms.  From their international offices on the Island, the organization provides asset management, brokerage and corporate financial services to high-net worth individual and institutional customers around the globe.  

Responsibilities will include:

  • Marketing and servicing client accounts as directed
  • Buying, selling and trading in stocks, bonds and any other securities for clients although initial duties will be primarily administrative
  • Execution of all trades on behalf of client accounts of the Company
  • Backup the Managing Director as required


  • Two years previous trading or support experience in the securities brokerage industry with specific knowledge of equity trading
  • Candidates with a CSC, Series 7 or equivalent certification OR educational qualifications in Finance/Accounting will be favored
  • Intimate knowledge of wire transfers and account documentation
  • Superior MS Office skills (Word, Excel, Outlook, Publisher, etc.)
  • Strong analytical / interpersonal skills with a professional demeanor

Our client offers a competitive and nearly tax-free (maximum 6% payroll tax!) compensation package along with the opportunity to live and work in Bermuda, a leading offshore financial center. Relevant work permits, relocation assistance and health benefits are also offered. 

As this opportunity involves relocating to Bermuda, applicants should be highly portable, able to relocate in a reasonably short time frame, and be adaptable to living and working in a small, subtropical Island environment.

Last update: May 17, 2017

To Apply:

Please contact or send resume to Frank Squires