Associate for Wealth Management in Toronto

Step into a rewarding role as a Wealth Management Associate at a dynamic firm in Toronto. Enhance client servicing and support operational functions within a growing team.
In this exciting position, you will act as the operational backbone for two Financial Advisors, driving client satisfaction and contributing to impactful projects. Engage in various administrative responsibilities while helping to refine processes as the firm scales. This role offers a remote-first environment post-training, fostering a collaborative work culture.
Key Responsibilities:
• Provide crucial administrative support to advisors and clients
• Serve as the main contact for client queries
• Manage account documentation and onboarding processes
• Maintain client records with precision and care
• Track client deliverables and outstanding tasks effectively
Requirements:
• Experience in wealth management or related financial fields
• Knowledge of client servicing principles in advisor...

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