Join a thriving wealth management practice in the Niagara Region as a Licensed Representative.

Support Investment

Advisors with outstanding client service and operational management in a qualified setting. In your role as a Licensed Administrative Associate, you will be instrumental in client interactions, account administration, and compliance management. Your proactive approach and robust organizational skills are essential for coordinating meetings and preparing client documentation while ensuring all compliance requirements are met. Key Responsibilities:
Provide exceptional service as the main contact for clients
Manage calendars and coordinate meetings effectively
Process account openings, transfers, and trade submissions




Keep client records complete and ensure compliance documentation
Assist with preparing investment proposals and financial planning initiatives Requirements:
Completion of Canadian Securities Course and CPH is required
Experience in a financial services or wealth management role
Understanding of investment products and compliance needs
Solid organizational and communication abilities
Proficiency in Microsoft Office; CRM/Salesforce experience is a plus Support Investment Advisors and enhance client satisfaction through effective administrative and compliance efforts.

📌 Licensed Representative For Wealth Management St Catharines (St. Catharines)
🏢 The Burke Group: Human Resources Specialists
📍 St. Catharines