Wealth Operations Associate

IG Wealth Management; Toronto; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities. Relevant certifications such as LLQP are preferred.

Qualifications

• Experience in a financial service advisory firm is required.
• Willingness to obtain LLQP will be preferred.
• Ability to work collaboratively with all members of the practice.

Responsibilities

• Accurately enter and process Client Trades as directed by the Advisor.
• Input client information into financial planning software.
• Prepare annual tax packages for external accountants.
• Maintain complete and accurate Client Files.

Skills

Organization and project management skills

Effective communication skills

Proactive leadership

Problem-solving abilities

Education

Post-Secondary Education

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

Life License Qualification Program (LLQP)

Tools

CRM Tools (Salesforce)

Microsoft Office Suite

Job description

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities. Relevant certifications such as LLQP are preferred.