Job Description
Salary Range: $65,000 - $75,000
Responsibilities
- Working directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business
- Assisting with keeping client Financial Plans updated and identifying opportunities
- Processing and following up on client documentation for proper account maintenance
- Assisting with servicing existing clients
- Involvement in developing the wealth business using various marketing initiatives
- Performing additional administrative duties as required
Skills & Qualifications
- Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) and a well‑rounded knowledge of the securities industry
- 5+ years of experience working in Wealth Management and managing client relationships and assets
- Excellent communication and in...