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12-Month Wealth Associate: Client Growth & Insights
Job summary
A financial services organization in Southwestern Ontario seeks a dedicated individual to provide administrative and operational support for financial planning and investment advice. This 12-month contract role involves building client relationships, analyzing data, and ensuring compliance with regulations. The ideal candidate has 2-3 years of relevant experience and a post-secondary degree. Competitive salary range of $36,600.00 - $67,500.00, commensurate with experience.
Benefits
Qualifications
- 2-3 years of relevant experience in financial services or equivalent.
- Relevant investment industry licensing for designated jurisdiction.
Responsibilities
- Provide operational support for financial planning and investment advice.
- Build and maintain client relationships to support team objectives.
- Analyze data and prepare reports for client meetings.
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.