Assistant – Investment Advisor Support

About the role

We are looking for a proactive Assistant to join our Toronto office and support our Investment Advisors. The role focuses on delivering high‑level client service, preparing documentation, and ensuring smooth administrative operations within a fast‑growing wealth management firm.

Key responsibilities

• Handle incoming telephone and email inquiries from clients, advisors, and partners with professionalism.
• Assist Investment Advisors in preparing client reviews, presentations, correspondence, and reports.
• Foster client relationships by responding to information requests, investigating account inquiries, and following up on trade settlements.
• Gather and verify documentation required to open and maintain client accounts.
• Maintain expense records, spreadsheets, and perform general filing and office duties.
• Adhere to internal processes, professional standards, and control procedures.

Required profile

• Excellent verbal and written communication skills in English.
• Strong client relationship management and a professional, friendly demeanor.
• Relevant experience in the financial sector or administrative support.
• Post‑secondary education.
• Ability to prioritize, multitask, meet deadlines, and work collaboratively in a team.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Maximizer CRM

What we offer

• Competitive annual salary range of $50,000‑$65,000 CAD.
• Opportunity to grow within a leading Canadian wealth management firm.
• Supportive, high‑performing culture focused on employee development.