Wealth Management Associate
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-04
Listing for:
Brecks Group
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Explore your finance passion with Brecks Group as a Wealth Management Associate. This role provides support to wealth managers, helping clients achieve their financial goals through excellent service.
Brecks Group is seeking a motivated Wealth Management Associate to collaborate with seasoned wealth managers. Your responsibilities will include client relationship assistance, financial plan presentation, and market analysis. You will play a vital role in tracking portfolios and ensuring optimal adjustments based on market trends.
Key Responsibilities:
• Assist wealth managers in client relations
• Conduct market trend research and analysis
• Prepare financial plans for client presentation
• Monitor and adjust client portfolios
• Use financial planning software for projections
Requirements:
• Bachelor’s degree in finance or business
• 2+ years experience in financial services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office and financial software
Become a key player at Brecks Group, leveraging your finance skills to help clients succeed.
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Position Requirements
10+ Years
work experience
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