Wellington-Altus Private Wealth in Toronto is seeking an Associate for the National Advisory Desk to move client households from advisors into NAD. You will build transition lists, contact clients to book meetings with the Lead Advisor, and arrange advisor meetings with the Senior Manager, NAD.
The role requires experience in wealth management, solid organization, and excellent client communication. You will support the Lead Advisor and maintain accurate records while following CIRO guidelines.
📌 National Advisory Desk Associate (Canada)
🏢 Wellington-Altus
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.