Investment Advisor Associate

Zohorecruit; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Medical package

RRSP matching

Bonus pool

Job summary

Zohorecruit is seeking a financial associate to support a private wealth management firm in Toronto. The successful candidate will excel in accurate reporting, account management, and possess an established understanding of private wealth management.

We are looking for a detail-oriented professional with strong collaboration and communication skills, excellent organizational abilities, and proficiency in financial software. This role offers growth within the firm and bonus potential.

Qualifications

• Detail-oriented associate with strong collaboration and communication skills.
• Experience with accounting procedures and standards.
• Proficient in integrated financial management software and best practices.

Responsibilities

• Manage account records.
• Update financial spreadsheets, reports and address accounting discrepancies.
• Prepare reports.
• Organize and conduct presentations for clients.

Skills

Collaboration

Communication

Organizational skills

Analytical thinking

Accounting procedures

Financial software

Best practices in financial management

Education

Bachelor's degree in finance or accounting

Tools

Integrated financial management software

Job description

This roleis an associate position to support our financial advisor client.A well established advisor with a privatewealth management firm in Toronto.

Theoutstanding financial associate will be one whose expertise in accuratereporting and efficient account management and an established understanding ofprivate wealth management is widely accepted.

Who youare:

A detailoriented experienced associate with

• -exceptional collaboration and communicationskills
  
• -superborganizational skills
  
• -greatanalytical and problem-solving abilities
  
• -extensiveknowledge of accounting procedures and standards
  
• -proficiencyin integrated financial management software
  
• -observesbest practices in financial management and experience in a similar environment
  

Duties:

• -manageaccount records
  
• -manageaccount records
  
• -updatefinancial spreadsheets, reports, and accounting discrepancies
  
• -preparingreports
  
• -organizeand conduct presentations for clients
  

Qualifications:

• -C.S.C.
  
• -3 to 4years experience or more working as a financial associate
  
• -Bacherlor’sdegree in the financeor accountingwould be considered a plus
  

• The firmoffers a great medical package, R.R.S.P. matching, an opportunity toparticipate in a bonus pool and a great opportunity to grow within the firm.