23 Sep
|
Cutrara Wealth
|
Toronto
23 Sep
Cutrara Wealth
Toronto
Company Description : Cutrara Wealth is an advisory team with iA Private Wealth, a Canadian wealth management firm that delivers tailored investment and financial planning solutions through a network of over 450 independent advisor teams. With more than $75 billion in assets under administration, the firm serves a wide range of clients seeking personalized, long-term financial guidance. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund, providing important safeguards for eligible client accounts. The firm is also regulated by the Canadian Investment Regulatory Organization, reflecting its commitment to high compliance and skilled standards. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
Role Description: The Licensed Assistant role is a full-time, on-site position based in Woodbridge, ON. Opportunity for a hybrid work schedule and growth into an Associate Role . This role supports two advisors with day-to-day client service, including handling inquiries, preparing documentation, coordinating appointments, and maintaining accurate client records. The Licensed Assistant processes trades and
📌 Licensed Assistant - Toronto
🏢 Cutrara Wealth
📍 Toronto