Wealth Associate

Wealth Associate is responsible for advisor support, client onboarding, sales support and administration. The role involves managing client onboarding process, preparing and presenting reports, preparing and processing client documentation, and coordinating and tracking client onboarding and account opening processes. The successful candidate must have a strong background in portfolio administration and operations, and a strong financial planning experience and Salesforce experience.

Requirements

• Current work authorization for Canada
• Bilingual in English and French
• University degree in Business, Commerce, Finance or related field
• 2-3 years of relevant experience in the wealth management operations space
• Strong financial planning experience and Salesforce experience
• Currently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)

Benefits

• Base Salary and Discretionary Performance Bonus
• RRSP Contribution
• Comprehensive health benefits
• Parental leave top-up to 100% of your salary
• Up to $650 for home office equipment
• Generous time off policy
• Diversity and inclusion programs
• Extensive professional development opportunities