Wealth Management Associate North York

Launch your wealth management career as a Wealth Management Associate with Questrade Financial Group in North York, ON. This hybrid role emphasizes client relations and operational support.

As part of Questrade, you will support Associate and Portfolio Managers with hands-on tasks including advanced Excel work and client follow-ups. This position is crucial in enhancing operational efficiency through collaboration across departments. Expect to engage in portfolio research and contribute to special projects that drive growth within Questrade Wealth Management.

Key Responsibilities:

• Provide operational support for portfolio management tasks

• Follow up with clients for conversion and account updates

• Conduct portfolio research and gather market data

• Prepare business reports using advanced Excel

• Liaise with various teams to enhance operational efficiency

Requirements:

• Bachelor's degree or equivalent

• 2+ years of financial services experience

• Advanced skills in Excel, SQL, and Google Suite

• Solid analytical and problem-solving abilities

• Excellent communication skills and work ethic

Harness your analytical skills and client interaction techniques in this pivotal wealth management role at Questrade.
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