Durward Jones Barkwell is one of the largest public accounting firms in the Niagara/Hamilton/Halton region with offices spanning from Burlington to Welland. DJB Wealth Management Inc. originated in 2014 and is a company owned by Durward Jones Barkwell & Co. LLP. At DJB Wealth Management Inc., we help clients to realize their goals through a truly integrated wealth management service. Our team of dedicated Certified Financial Planner™ professionals will work with clients to achieve their financial goals and objectives. Using a flexible, tailored approach, combined with our expertise in business and personal financial planning, we assist our clients in developing strategies and plans that best suit their needs.

As one of Hamilton-Niagara's Top Employers for 2025 and one of Canada's Top Small & Medium Employers for 2025, we lead in offering our employees an exceptional place to work. We provide all of our employees:

• Competitive compensation and benefits package
• Flexible work/life balance and summer hours
• Professional development, learning, and growth support
• A dynamic team of employees who desire to see everyone succeed!

Our Burlington, Hamilton, or St. Catharines office has an immediate opening for a full-time Wealth Management Client Service Associate. Reporting to Vice President, you will be responsible for:

• Manage client communications (calls, emails, messages) and coordinate meetings with clients, planners, accountants, and portfolio managers
• Respond to client inquiries and service issues; provide monthly reports upon request
• Handle incoming mail, faxes, and email communications
• Provide administrative support for financial plans and assist in scheduling with internal and external stakeholders
• Maintain accurate client records in the CRM and custodian systems (TriCert, NBIN, etc.)
• Liaise with custodians and insurance providers (e.g., HUB, Manulife) for administrative tasks and documentation
• Prepare and track financial planning invoices
• Organize client meeting materials, onboarding forms, and compliance documentation (LOE, TCP, W-8BEN-E, etc.)
• Assemble welcome packages, financial planning binders, and courier documents
• Track investment transfers and communicate updates for next steps
• Schedule regular review meetings between clients, advisors, and accountants
• Support tax season by preparing reports for accountants
• Participate in maintaining a collaborative, values-driven team environment
• Perform other administrative tasks as needed

The successful candidate will have:

• Post-secondary education in business administration, finance, or a related field; equivalent work experience will be considered
• Previous experience in Wealth Management, Financial Planning, or a professional services/public accounting firm is an asset
• Strong written and verbal communication skills, with a client-first approach
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks in a fast-paced environment
• Proven problem-solving abilities and a proactive approach to handling client inquiries and service issues
• Demonstrated ability to maintain confidentiality and exhibit a high level of professionalism
• Team-oriented with the ability to work effectively with internal teams and external partners
• Basic knowledge of financial planning and investment processes preferred
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Experience with software such as Salentica CRM, Doc.it, ShareFile, DocuSign, Caseware, Box, and custodian platforms is an asset

If you are a confident, dedicated, and hardworking professional who is motivated to achieve high standards of quality service and value to clients, we would love to hear from you! We appreciate all who express interest; however, only those selected for an interview will be contacted.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code, DJB will provide accommodations to applicants with disabilities throughout the recruitment, selection, and/or assessment process. Please inform Human Resources of the nature of any accommodation(s) that you may require.