Senior Investment Associate

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...