Shape the future of wealth management systems with Maximizer as a Wealth Operations Specialist. Your experience in financial advisory practice ensures operational excellence and efficiency in client interactions.

This unique role offers an chance to apply your background in wealth management operations to build more effective workflows for advisors. You'll leverage your hands-on experience in administrative tasks, compliance, and client management to design AI-driven tools that help advisory practices thrive. Collaborate with a dedicated team focused on deploying meaningful solutions tailored for the financial sector.

Key Responsibilities:
• Analyze and streamline advisory processes
• List automation opportunities by workload impact




• Provide clear specifications for workflow designs
• Build and test solutions directly in Maximizer
• Conduct research with advisors for informed decisions

Requirements:
• 5+ years as an administrative support in wealth teams
• Expertise in Canadian wealth management regulations
• Understanding of CRM and wealth platforms
• Proficiency in explaining complex procedures
• Familiarity with insurance operations beneficial

Leverage your advisory experience to facilitate change at Maximizer and improve how wealth management operates.
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📌 Financial Operations Specialist at Maximizer (British Columbia)
🏢 Maximizer
📍 British Columbia