Wealth Management Associate at Burgundy
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Key Responsibilities
• Support Investment Counsellors by preparing client materials
• Conduct research for investment proposals and marketing requests
• Maintain accurate client records in the management system
• Build strong relationships while adhering to compliance policies
• Collaborate within teams to complete responsibilities
Requirements:
• Minimum 2 years in investment or financial services
• Post-secondary degree required
• CFA or CFP designation preferred or willingness to pursue
• Proficiency in Microsoft Office applications
• Excellent organizational and interpersonal skills Utilize your skills in investment services, administrative support, and client relationship management at Burgundy Asset Management in Toronto.
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