Job Description
Do you thrive in a fast-paced environment where you can leverage your administrative expertise and passion for financial planning?
Our established Wealth Management firm in North York seeks a highly motivated Wealth Management Associate to join a dynamic team. You'll work closely with Senior Portfolio Managers, playing a key role in delivering exceptional service to our valued clients.
What You'll Do:
- Partner with Portfolio Managers to prepare for client meetings and ensure seamless client interaction.
- Gather and analyze client data related to KYC (Know Your Client), financial planning, and account updates.
- Craft client-specific reports and presentations, keeping communication clear and concise.
- Conduct research and complete assigned analysis projects to support informed investment decisions.
- Assist with trading execution when required.
- Maintain strong client relationships, acting as their first point of contact and ...
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