Wealth Management Associate Position QFG

Launch your career with Questrade Financial Group as a Wealth Management Associate. This hybrid position focuses on operational support and client engagement in finance.

As a Wealth Management Associate, you will support operations within Questrade Wealth Management, working with various departments to improve efficiency. Your day-to-day tasks will include excel-based reporting, portfolio performance analysis, and client communication. You'll gain valuable experience in a forward-thinking fintech environment dedicated to continuous improvement and innovation.

Key Responsibilities:

• Provide support to Portfolio Managers in daily operations

• Perform extensive portfolio research for insights

• Follow up with clients to enhance account management

• Record business activity reports in Excel

• Engage in special projects for operational growth

Requirements:

• Hold a bachelor's degree or equivalent

• At least 2 years of relevant experience

• Advanced skills in Excel, SQL, and Google Suite

• Excellent analytical and problem-solving abilities

• Strong communication skills for client collaboration

Amplify your impact in wealth management at Questrade with your talent and dedication.
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