We are a growing investment advisory practice dedicated to helping clients achieve their financial goals through personalized wealth management. We have had the privilege of operating within the #1 office for Manulife Wealth across Canada for the past 23 years. We have just surpassed the $11 Billion mark in assets under management and every dollar has been earned thanks to our unique approach. We pride ourselves on professionalism, client service, and long-term relationships. We are seeking a detail-oriented and highly organized assistant to join our team and support the day-to-day operations of the practice.
Duties
- Maintain accurate records of client meetings and communications.
- Ensure compliance (paperwork) with regulatory requirements.
- Provide administrative support including scheduling appointments and managing correspondence.
- Prepare financial reports and presentations for client meetings.
- Assist investment advisors in managing prospecting activities and managing existing clients.
Requirements
- Strong proficiency in English & French.
- Exceptional organizational skills and attention to detail.
- Proficiency in data analysis and data entry.
- Ability to work in a fast-paced environment while managing multiple tasks.
Opportunities
As our business grows every year, we are seeking a partner that is committed for the long-term. Sharing the journey will allow career growth within the position. Salary growth of 5% - 10% per year.
Join our team as an Investment Advisor Assistant and contribute to delivering exceptional financial services while enhancing your career in the financial industry.
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year
Work Location: In person
Expected start date: 2025-10-01
