This role is an associate position to support our financial advisor client. A well established advisor with a private wealth management firm in Toronto.
The outstanding financial associate will be one whose expertise in accurate reporting and efficient account management and an established understanding of private wealth management is widely accepted.
Who you are
A detail oriented experienced associate with
- exceptional collaboration and communication skills
-superb organizational skills
-great analytical and problem-solving abilities
-extensive knowledge of accounting procedures and standards
-proficiency in integrated financial management software
-observes best practices in financial management and experience in a similar environment
Duties
-manage account records
-analyze financial data
-manage account records
-update financial spreadsheets, reports, and accounting discrepancies
-preparing reports
-organize and conduct presentations for clients
-manage day to day financial procedures
Qualifications
-C.S.C.
-3 to 4 years experience or more working as a financial associate
-Bacherlorâs degree in the finance or accounting would be considered a plus The firm offers a great medical package, R.R.S.P. matching, an prospect to participate in a bonus pool and a great opportunity to grow within the firm.
📌 Investment Advisor Associate (Toronto)
🏢 Bay Street Staffing
📍 Toronto
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