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Investment Associate

2 months ago

Burlington, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time
Job Summary

We are seeking a highly skilled and detail-oriented Investment Associate to join our team at Wellington-Altus Private Wealth Inc. As an Investment Associate, you will play a critical role in supporting our Investment Advisors with administrative tasks and transaction processing related to managing client accounts.

Key Responsibilities
  • Client Support: Assist clients with their investment needs, including preparing for client meetings, and providing quotes and research on various investment products.
  • Account Processing: Process a variety of transactions, including converting RRSPs to RRIFs, setting up RRIF payments, and updating beneficiary information.
  • Transaction Processing: Process unsolicited trades, issue cheques, deposits, contributions, and withdrawals, and facilitate incoming and outgoing transfers.
  • Team Support: Take the lead on team or client projects, and provide research and industry-related information as requested by the Advisors.
  • Regulatory Compliance: Maintain client files, ensuring all documentation and notes are compliant with industry regulations.
  • Professional Development: Commit to ongoing learning and professional development, staying up-to-date on policy and procedure changes within the firm and industry.
Requirements
  • Education: Diploma in business administration, accounting, finance, or a similar field of study.
  • Experience: Minimum of 3 years of industry experience, preferably in an administrative or operational capacity.
  • Licenses and Certifications: IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), and active registration as an Investment Representative (IR) or Registered Representative (RR) with Canadian Investment Regulatory Organization (CIRO).
  • Professional Designations: A professional designation, such as PFP or CFP, is considered an asset.
  • Personal Qualities: Strong organizational skills, excellent attention to detail, and a reliable, consistent work ethic.
What We Offer
  • Opportunity to work with a top-rated investment dealer in Canada.
  • Chance to develop your skills and expertise in a dynamic and supportive team environment.
  • Competitive compensation and benefits package.