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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 for transactions.
  • Account Processing: Process a variety of transactions, including converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, and processing unsolicited trades.
  • Transaction Processing: Process incoming and outgoing transfers, issue cheques, deposits, contributions, and withdrawals.
  • Research and Analysis: Research industry-related information from various sources as requested by the Advisors.
  • Team Support: Take the lead on team or client projects, and maintain client files, ensuring all documentation and notes are compliant with industry regulations.
  • Continuous Learning: Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors, and stay 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 Designation: A professional designation, such as PFP or CFP, is considered an asset.
  • Personal Qualities: Strong organizational skills, excellent attention to detail, a reliable and consistent work ethic, and an excellent attitude and a commitment to providing extraordinary service.
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 environment.
  • Competitive compensation and benefits package.