Wealth Associate; On-Site; West

Position: Wealth Associate (On-Site) (West )
Your job   Support investment advisors in providing superior customer service and respond promptly to client requests.
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up.
Analyze, open, and update client files.
Produce portfolio management reports.
Manage client files administratively by scheduling appointments, preparing agendas, and preparing client meetings.
Ensure adherence to compliance and risk‑management rules.
Prerequisites   Completed college and/or university diploma in a related field.
Two years of relevant experience in the banking (back office), insurance, and/or financial industry.
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
Excellent knowledge of the Microsoft Office suite.
Excellent customer service skills.
Proficiency in English.
Benefits   Competitive compensation.
Health and wellness program with multiple options.
Flexible group insurance.
Generous pension plan.
Employee Share Ownership Plan.
Employee and family assistance program.
Preferential banking services.
Involvement in community initiatives.
Telemedicine service, including a virtual sleep clinic.
Hybrid work model with flexible schedule and leave options.
We offer a work‑life balance that supports your quality of life by providing flexible work arrangements, hybrid schedules, and the option to take flexible leave when it matters most to you.

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