Wealth Associate

We are seeking a self-motivated individual with exceptional administrative skills to support clients, assist with day-to-day operations, and provide seamless service onboarding new clients.

Requirements

• Post-secondary education
• IR Licensed is preferable
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Excellent verbal and written communication skills
• Superior customer service and interpersonal skills
• Meticulous attention to detail
• High level of professionalism and strong organizational skills
• Motivated with the ability to prioritize, multitask, work within time constraints
• Ability to work in a fun and motivating team environment
• Ability to demonstrate a professional and friendly manner to our clients
• Ability to effectively handle confidential information

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement