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 professional 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 solid 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 clientsManage calendars and coordinate meetings effectivelyProcess account openings, transfers,



and trade submissionsKeep client records complete and ensure compliance documentationAssist with preparing investment proposals and financial planning initiativesRequirements:Completion of Canadian Securities Course and CPH is requiredExperience in a financial services or wealth management roleUnderstanding of investment products and compliance needsStrong organizational and communication abilitiesProficiency in Microsoft Office; CRM/Salesforce experience is a plusSupport Investment Advisors and enhance client satisfaction through effective administrative and compliance efforts.

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