The assistant provides key support to the wealth advisor, focusing on the day-to-day operation of the business.

Job Type: Contract, Part-Time

Responsibilities:

Trading and operation:

- Set up system trade entries promptly and accurately as directed by the advisor
- Support the advisor with client portfolio reviews to ensure alignment with risk profiles and investment strategies
- Coordinate and manage meeting schedules with clients and business partners
- Manage operational communications with internal and external parties, investigate and resolve issues, and identify solutions to improve operational efficiency.
- Gather research and product information from various sources

Client administration and account management:

- Manage all aspects of client accounts, from initial opening to ongoing maintenance.
- Ensure all client documentation is complete and compliant with regulatory requirements, and proactively follow up on missing information.
- Prepare comprehensive presentations for clients, including performance, asset allocation, financial planning, etc.

Client services and relationship management:

- Manage client inquiries professionally and responsibly, ensuring all interactions are accurately documented.
- Process client requests on deposits, withdrawals, transfers, and other account-related matters.
- Develop, distribute, and maintain education and marketing materials

Business Growth:





- Contribute to business growth by generating ideas and recommendations to offer additional value to clients

Key Strength Expected:

- Patience and outstanding attention to detail with a high level of accuracy
- Effective communication skills to work with various parties
- Positive mentality to serve clients and work with the team and business partners

Requirements:

- Post-secondary education is required
- 3+ years of experience in the finance/wealth industry preferred
- Native/fluent in English is required; fluent in a second language is a plus

What we offer:

- Flexible working hours and arrangement to work remotely
- Being part of a high-growth team with unlimited potential and results-based compensation

Interview Process:

- Phone screening
- Technical and case interview (virtual)
- Behavioral interview (in-person)

Pay: $20.00-$30.00 per hour Expected hours: 10.0 – 21.0 per week

Application question(s)

- Can you share an example of delivering an excellent client experience?
- Can you share an example of taking an extra step to ensure the quality of the work that you delivered?
- How many years of experience do you have as an Advisor assistant?
- List all the softwares/technology systems that you can work proficiently.
- What is your long-term career goal in wealth management?

Work Location: Hybrid remote in Toronto, ON (Toronto District)

📌 Advisor Assistant (Toronto)
🏢 iA Private Wealth
📍 Toronto