Join Questrade Financial Group as a Wealth Management Associate in North York, ON, where technology meets creative financial solutions. This hybrid role emphasizes operational support and client engagement.

As a Wealth Management Associate, you will support Associate and Portfolio Managers by performing essential operational tasks within Questrade Wealth Management. Your responsibilities include client follow-ups, conducting market research, and utilizing advanced Excel functions to track investment performance. You will also interact with different departments to enhance the operational workflow and engage in special projects designed to drive growth.

Key Responsibilities:
• Provide daily operational support in portfolio management
• Maintain client communications and account updates




• Conduct research and data analysis on portfolios
• Prepare activity reports primarily using Excel
• Facilitate interdepartmental communication for efficiency

Requirements:
• Bachelor's degree or equivalent
• Minimum 2 years in a financial role
• Expertise in Excel, Macro, and Google Suite
• Solid analytical problem-solving skills
• Excellent communication abilities and robust work ethic

Bring your passion for wealth management to Questrade and transform financial services with technology.
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📌 Hybrid Wealth Management Associate Position Ontario (Canada)
🏢 Community Trust
📍 Canada