Do you thrive in a fast-paced environment where you can leverage your administrative expertise and passion for financial planning?

Our established Wealth Management firm in North York seeks a highly motivated Wealth Management Associate to join a dynamic team. You'll work closely with Senior Portfolio Managers, playing a key role in delivering exceptional service to our valued clients.

What You'll Do:

Partner with Portfolio Managers to prepare for client meetings and ensure seamless client interaction.
Gather and analyze client data related to KYC (Know Your Client), financial planning, and account updates.
Craft client-specific reports and presentations, keeping communication clear and concise.
Conduct research and complete assigned analysis projects to support informed investment decisions.
Assist with trading execution when required.
Maintain strong client relationships, acting as their first point of contact and ambassador.
Collaborate with team members to optimize processes and drive continuous improvement.
Manage day-to-day client account administration with accuracy and efficiency.
Support tax preparation efforts (February-April) by inputting client data into tax systems under the guidance of the in-house accountant.

Who You Are:

A results-oriented professional with a minimum of 2 years of experience in the investment industry (preferred).
Possess the Canadian Securities Course (CSC) and Canadian Investment Planning Course (CPH) designations, or actively pursuing them.
Passionate about building rapport and fostering positive client relationships.
An exceptional communicator with strong written and verbal skills.
Thrive in a detail-oriented environment and possess a knack for problem-solving.
Proficient in Microsoft Office Suite and financial planning software (a plus).

What We Offer:

Competitive salary range: $60,000 - $85,000 annually.
Comprehensive benefits package.
Generous vacation time.

Join a team where your dedication and expertise are valued. Apply today!

Advisor Assistant