Wealth Management Coordinator
4 days ago
**Job Summary**
We're seeking a detail-oriented and organized Wealth Management Coordinator to join our team. As a key member of our financial planning department, you'll be responsible for coordinating the development and implementation of financial plans for clients.
Key Responsibilities:
- Assist financial planners in conducting client assessments and developing financial plans
- Coordinate with clients to gather necessary information and documentation
- Support the preparation of client reports and presentations
- Collaborate with other team members to ensure seamless delivery of financial planning services
Requirements:
- Diploma or degree in business, finance, or related field
- 1-2 years of experience in a financial planning or related role
- Strong organizational and time management skills
- Ability to work effectively in a team environment
- Proficient in Microsoft Office and other software applications
Compensation:** $55,000 - $70,000 per year, depending on experience and qualifications. We offer a comprehensive benefits package, including health insurance, RRSP matching, and paid time off.
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