Wealth Planning Associate (Toronto)

We are seeking a Wealth Planning Associate to provide exceptional administrative support to our Wealth Advisors and deliver first-class financial planning and strategic wealth management services to our clients.

Requirements

• 3+ years' related work experience in a client-facing role at a wealth management firm
• Canadian Securities Course (CSC)
• Excellent written and verbal communication skills
• Demonstrated ability to work with numbers with an analytical mindset
• Exceptional interpersonal and relationship management skills

Benefits

• Competitive base salary range of $70,000 - $85,000
• Performance bonus
• RRSP contribution
• Profit-sharing program
• Share ownership program