30 Oct
|
Dean Group
|
Toronto
30 Oct
Dean Group
Toronto
Advance your career in wealth management as a Private Wealth Associate in our growing Mississauga office. With a focus on client service and financial planning, you'll thrive in this supportive workplace.This role is ideal for a licensed Registered Representative eager to develop lasting client relationships and enhance your expertise in portfolio management. You will play a crucial role in assisting high-net-worth clients while working closely with experienced advisors.
The position emphasizes professional growth and offers opportunities for career advancement in wealth management.Key Responsibilities:Support advisors in managing high-net-worth client portfoliosBuild and maintain strong relationships with clientsProvide detailed financial planning support and investment adviceCollaborate within a team-focused and growth-oriented environmentEngage in ongoing professional development and mentorshipRequirements:Registered Representative (CIRO) licensing requiredMinimum of 3 years in wealth managementStrong client service and relationship management skillsDetail-oriented with a proactive approachExcellent communication and organizational abilitiesEmbrace this opportunity to deepen your expertise in wealth management and client relationships in Mississauga.
📌 Wealth Management Associate Mississauga (Toronto)
🏢 Dean Group
📍 Toronto