Become the backbone of a growing Wealth Management practice as a full time Advisor Assistant.

Your role will enhance client communication, scheduling meetings, and preparing financial reports. This full-time position is ideal for individuals looking to thrive in the investment and insurance field. You will be responsible for scheduling client meetings, preparing materials, following up on activities, and executing trades.

Strong communication skills are essential for assisting clients and addressing queries, along with the ability to manage various administrative tasks. Key Responsibilities:

- Schedule and confirm client meetings efficiently
- Prepare financial reports and materials for meetings
- Complete follow-up activities after client meetings
- Execute trades and review daily trading activities
- Handle client account administration and queries Requirements:
- University Degree or College Diploma, Business or Economics preferred
- CSC completion or enrollment is an asset
- Solid attention to detail and multitasking ability
- Excellent interpersonal and organizational skills
- Positive attitude and teamwork orientation Bring your organizational skills and client service focus to excel as an Advisor Assistant.

📌 Advisor Assistant in Wealth Management (Oshawa)
🏢 Engineering Search Firm
📍 Oshawa