Our established Wealth Management firm in North York seeks a highly motivated Wealth Management Associate to join a dynamic team. You'll work closely with Senior Portfolio Managers, playing a key role in delivering exceptional service to our valued clients.

What You'll Do:

• Partner with Portfolio Managers to prepare for client meetings and ensure seamless client interaction.
• Gather and analyze client data related to KYC (Know Your Client), financial planning, and account updates.
• Craft client-specific reports and presentations, keeping communication clear and concise.
• Conduct research and complete assigned analysis projects to support informed investment decisions.
• Assist with trading execution when required.
• Maintain strong client relationships, acting as their first point of contact and ambassador.
• Collaborate with team members to optimize processes and drive continuous improvement.
• Manage day-to-day client account administration with accuracy and efficiency.
• Support tax preparation efforts (February-April) by inputting client data into tax systems under the guidance of the in-house accountant.

Who You Are:

• A results-oriented professional with a minimum of 2 years of experience in the investment industry (preferred).
• Possess the Canadian Securities Course (CSC) and Canadian Investment Planning Course (CPH) designations, or actively pursuing them.
• Passionate about building rapport and fostering positive client relationships.
• An exceptional communicator with strong written and verbal skills.
• Thrive in a detail-oriented environment and possess a knack for problem-solving.
• Proficient in Microsoft Office Suite and financial planning software (a plus).

What We Offer:

• Competitive salary range: $60,000 - $85,000 annually.
• Comprehensive benefits package.
• Generous vacation time.

Join a team where your dedication and expertise are valued. Apply today!