Embark on a rewarding career as a Wealth Coordinator. Collaborate with senior advisors to enhance financial strategies while engaging with clients and managing operational continuity.
This position emphasizes teamwork within a professional environment. As a Wealth Coordinator, you will assist in client meetings and administration tasks, ensuring the smooth management of client relationships. Stay informed on industry trends while developing a broad knowledge of financial products and services.
Key Responsibilities:
• Schedule client meetings with Senior Wealth Advisor
• Support ongoing client relationship management
• Maintain compliance-standard client files
• Market investment and insurance services effectively
• Assist team with referrals for estate solutions
Requirements:
• Enrollment in relevant post-secondary programs
• Completion of Canadian Securities Course or LLQP preferred
• Must achieve CIRO licensed Investment Representative status
• Fin...