Support client accounts onsite in Newmarket with transaction processing, accurate records, and compliant documentation for wealth management operations.

IG Private Wealth Management - Vanno Ort & Paul Jarvie seeks a full time Wealth Management Operations professional. You will support daily account activities while helping advisors deliver client-centered service. The work combines financial planning, investment management, and organized operational coordination.

Key Responsibilities:

- Process client account transactions accurately and efficiently
- Maintain complete, accurate, and compliant account records
- Coordinate account openings and transfers with relevant parties
- Monitor investment instructions and resolve operational issues




- Prepare reports and organize client review materials

Requirements:

- Foundation in financial planning and finance
- Knowledge of investments, asset classes, and account types
- Familiarity with insurance products and risk management
- Post-secondary education in finance, business, economics, or related field
- Experience in wealth management or financial services operations

Apply analytical accuracy, investment knowledge, and organized coordination to support client accounts and advisors in Newmarket.

📌 Wealth Management Operations Specialist (Beeton)
🏢 IG Private Wealth Management - Vanno Ort & Paul Jarvie
📍 Beeton