About the Chance

Elite Private Wealth is seeking a highly organized, proactive, and client-focused Financial Advisor Assistant to join our growing financial advisory practice.

This is an excellent opportunity for someone who enjoys building client relationships, managing details, and providing exceptional administrative and operational support in a professional financial services environment.

The ideal candidate will have experience in wealth management, financial services, banking, insurance, or a similar professional setting. We are looking for someone who takes ownership of their responsibilities, anticipates needs, and ensures that clients receive responsive, accurate, and professional service.

Key Responsibilities

Client Service & Relationship Management

- Serve as a primary point of contact for client inquiries, requests, and follow-up communications.
- Coordinate client meetings, appointments, and advisor schedules.
- Support client onboarding, account updates, and ongoing account servicing.
- Proactively follow up with clients regarding outstanding documentation, signatures, and requests.
- Maintain accurate client information and interaction records within CRM systems.
- Help deliver a consistent, professional, and exceptional client experience.

Financial Administration & Advisor Support

- Prepare, review, and process client applications, investment account forms, and financial services documentation for advisor review.
- Support administrative processes involving RRSPs, TFSAs, RRIFs, non-registered investment accounts, and other financial products.
- Coordinate with financial institutions, investment companies, insurance providers, and internal support teams.
- Monitor account transfers, transactions, and outstanding service requests through completion.
- Prepare client meeting packages, reports, correspondence, and supporting documentation.
- Maintain accurate and organized electronic records while adhering to applicable confidentiality, privacy, and regulatory requirements.

Practice Coordination & Operational Efficiency

- Provide day-to-day administrative and operational support to the Financial Advisor and broader practice.
- Manage calendars, emails, documentation, and general office administration.
- Prioritize daily workflows and ensure outstanding tasks and client requests are completed accurately and on time.




- Identify opportunities to streamline administrative processes and improve client service efficiency.
- Support the implementation and ongoing use of CRM systems and digital tools.
- Assist with client communications and initiatives supporting the continued growth of the practice.

Qualifications & Experience

Required Qualifications

- Previous experience in administration, office coordination, or client service.
- Excellent organizational, time-management, and multitasking skills.
- Strong attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- Ability to work independently, manage competing priorities, and meet deadlines.
- Strong interpersonal skills and a professional, client-focused approach.
- High level of discretion when handling confidential client and financial information.
- Comfortable learning new software, CRM platforms, and digital systems.

Strongly Preferred Qualifications

- Previous experience supporting a financial advisor, wealth management practice, investment firm, bank, or insurance brokerage.
- Familiarity with investment accounts, including RRSPs, TFSAs, RRIFs, and non-registered accounts.
- Experience preparing financial services documentation, processing account changes, or coordinating transfers.
- Experience using Investia/O365, Univeris, Zoho CRM, or similar financial services systems.
- Post-secondary education in business administration, finance, or a related discipline.

Candidates with exceptional administrative and client service experience in other professional services environments will also be considered.

The Ideal Candidate

We are looking for someone who is:

- Highly Organized: Able to manage competing priorities and keep daily operations running smoothly.
- Proactive: Anticipates needs, takes initiative, and follows through without constant direction.
- Client-Focused: Enjoys helping people and building professional, lasting relationships.
- Detail-Oriented: Understands the importance of accuracy,



particularly when handling sensitive financial documentation.
- Tech-Savvy: Comfortable using digital systems and identifying opportunities to improve efficiency.
- Accountable: Takes ownership of responsibilities and ensures tasks are completed on time.
- Adaptable: Comfortable working in a growing financial advisory practice where priorities and responsibilities may evolve.

What We Offer

- Competitive annual salary of $45,000–$60,000, based on experience and qualifications.
- Full-time, permanent employment.
- Health Spending Account.
- On-site parking.
- Wellness program.
- Professional, collaborative, and client-focused work environment.
- Training and opportunities to develop financial services industry knowledge.
- Opportunities for professional growth as the practice expands.
- The opportunity to make a meaningful contribution to a growing wealth management practice.

Additional Information

Existing Vacancy: This job posting is for an existing, open position within Elite Private Wealth.

Use of Artificial Intelligence in Recruitment: Artificial intelligence (AI) may be used to assist with candidate sourcing, application screening, and the assessment or selection of applicants during the recruitment process. Hiring decisions will involve human review and consideration.

How to Apply

If you are an organized, motivated, and client-focused professional who enjoys supporting others and takes pride in delivering exceptional service, we encourage you to apply.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Pay: $45,000.00-$60,000.00 per year

Benefits:

- In office parking
- Paid time off

Application question(s):

- How many years of experience do you have working in financial services, wealth management, banking, insurance, or a financial advisory practice?
- Have you previously provided direct administrative or client service support to a Financial Advisor or Wealth Management team?
- Which financial services systems or CRM platforms have you used?
- Do you have experience preparing or processing investment account documentation, including RRSPs, TFSAs, RRIFs, account transfers, or client onboarding paperwork?
- Are you available to work full-time, onsite, with an annual salary range of $45,000–$60,000?

Work Location: In person

📌 Financial Advisor Assistant – Wealth Management & Client Services (Richmond Hill)
🏢 Elite Private Wealth
📍 Richmond Hill