Wealth Management Associate in Kanata

Join Wellington-Altus as a Wealth Management Associate in Kanata, where you'll provide exceptional client support and manage transactions effectively. This full-time position is vital for client relationships and compliance.
The role of Associate reports to a Senior Wealth Advisor and emphasizes building strong client connections. You will assist Investment Advisors with administrative tasks, manage client inquiries, and ensure adherence to CIRO regulations. With a focus on client service, your impact will be felt across account management and transaction processing, reinforcing client trust.
Key Responsibilities:
• Build strong client relationships through effective communication
• Respond to inquiries and service requests promptly
• Maintain compliant client documentation and records
• Process trades, transactions, and account updates
• Assist advisors in client meeting preparations
Requirements:
• Bachelor's in business, finance, or related field
• 3-5 ...