This roleis an associate position to support our financial advisor client.A well established advisor with a privatewealth management firm in Toronto.
Theoutstanding financial associate will be one whose expertise in accuratereporting and efficient account management and an established understanding ofprivate wealth management is widely accepted.
Who youare:
A detailoriented experienced associate with
- -exceptional collaboration and communicationskills
- -superborganizational skills
- -greatanalytical and problem-solving abilities
- -extensiveknowledge of accounting procedures and standards
- -observesbest practices in financial management and experience in a similar environment
Duties:
- -manageaccount records
- -manageaccount records
- -updatefinancial spreadsheets, reports, and accounting discrepancies
- -preparingreports
- -organizeand conduct presentations for clients
Qualifications:
- -C.S.C.
- -3 to 4years experience or more working as a financial associate
- -Bacherlor’sdegree in the financeor accountingwould be considered a plus
- The firmoffers a great medical package, R.R.S.P. matching, an opportunity toparticipate in a bonus pool and a great prospect to grow within the firm.
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📌 Investment Advisor Associate (Toronto)
🏢 Zohorecruit
📍 Toronto
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