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Deliver proactive and responsive administrative support to the Wealth team, including IIROC and MFDA licensed advisors.
Act as the primary liaison for internal operational queries related to paperwork, account processing, documentation standards, and compliance requirements.
Maintain advisor files, process account openings, update client information, and prepare internal documents in alignment with compliance and audit standards.
Ensure client do...
About the Role
Job Type: Full-Time
Vacancy Status: This posting is for an existing vacancy
Target Salary Range: $43,303 - $52,500
The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.
Key Responsibilities
Administrative & Advisor Support
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