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Wealth Management Assistant – Hybrid, Flexible PTO, Benefits
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Wealth Management Assistant – Hybrid, Flexible PTO, Benefits
Job summary
A financial services organization in Canada is seeking a Wealth Management assistant to serve clients, support business relationships, and provide administrative assistance in compliance and budget management. The ideal candidate will have a minimum of three years of relevant experience, a mutual fund representative certificate, and knowledge of French. This role offers a competitive salary, annual bonus, and a comprehensive benefits package including a pension plan.
Benefits
Qualifications
- Minimum of three years of relevant experience.
- Mutual fund representative certificate – Autorité des marchés financiers required.
- Knowledge of French is required.
Responsibilities
- Provide administrative assistance in compliance and budget management.
- Supervise deposit of client cheques and handle complex operational tasks.
- Help recruit and hire administrative staff for your branch.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.