Wealth Management Coordinator
2 weeks ago
As a key member of our Wealth Management team, you will play a vital role in supporting the development and implementation of our wealth management strategy for clients. Your primary responsibilities will include:
Client Service and Support
- Coordinating meetings and events for the Investment Advisor with clients and prospects, helping to determine agendas and key topics, preparing documentation, and executing post-meeting work.
- Providing proactive client service with a focus on problem resolution and attention to detail, liaising with various departments as needed.
- Responding to client account inquiries and ensuring timely follow-up as required.
Business Development and Growth
- Helping to build and execute business plans, client segmentation, and client service plans.
- Identifying and executing opportunities among the existing client base for asset consolidation, referrals, and other growth initiatives.
- Co-managing the client acquisition pipeline, working with the advisory team to close new opportunities.
Relationship Management and Support
- Deepening existing relationships with Centers of Influence (COIs) through ongoing management.
- Supporting the advisory team and clients throughout the Wealth Management process, helping to gather relevant information, coordinate activities with Wealth Management specialists, track progress, and follow up.
Requirements
To be successful in this role, you will need:
- Approval as a Registered Representative (RR) with CIRO.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
- A University degree.
- A self-directed individual with a growth and goals-oriented mindset.
- Exceptional written and verbal communication skills in English.
What We Offer
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team, with opportunities to do challenging work and build close relationships with clients.
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