Administrative Associate – Wealth Management

About the role

The Administrative Associate supports Wealth Advisors in delivering personalized wealth management solutions. Working in a collaborative environment, you will ensure smooth client administration and contribute to the overall success of the advisory team.

Key responsibilities

• Manage client administration processes and handle escalations.
• Enter client trades and assist advisors during portfolio reviews.
• Respond to client inquiries, resolve issues, and process transactions promptly.
• Coordinate marketing materials, events, and seminars to identify growth opportunities.
• Prepare tracking reports for advisors to monitor targets and financial plans.
• Build effective relationships across departments and share knowledge.

Required profile

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Excellent verbal and written communication.
• Strong organizational and time‑management abilities.
• Proactive, detail‑oriented, and able to work independently.
• Commitment to delivering exceptional client service.

Required skills

What we offer

• Competitive compensation and benefits, including annual incentives.
• Pension plan, employee share ownership plan, and favourable banking rates.
• Opportunities for professional growth within a supportive, team‑based culture.