Wealth Management: Investment Associate for Client Growth (Ontario)

Wealth Management: Investment Associate for Client Growth (Ontario)

18 Oct
|
Wellington-Altus
|
Ontario

18 Oct

Wellington-Altus

Ontario

Wellington-Altus Private Wealth in Toronto seeks an Investment Associate to support portfolio administration, client requests, and regulatory compliance. You will serve as a primary contact for clients, assist with onboarding, and help deliver a high-quality client experience under the Stovel Asset Management team.
The role requires a bachelor's or master's degree in finance or related field, 1–3 years in wealth management, and licensing or active pursuit of licensing.

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📌 Wealth Management: Investment Associate for Client Growth (Ontario)
🏢 Wellington-Altus
📍 Ontario

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