Wealth Management: Investment Associate for Client Growth
1 day ago
Toronto ON, Toronto Census Division, ON; Ontario, Canada
Wellington-Altus
Full-time
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Wellington-Altus Private Wealth in Toronto seeks an Investment Associate to support portfolio administration, client requests, and regulatory compliance. You will serve as a primary contact for clients, assist with onboarding, and help deliver a high-quality client experience under the Stovel Asset Management team. The role requires a bachelor's or master's degree in finance or related field, 1–3 years in wealth management, and licensing or active pursuit of licensing.
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