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Supports investment advisors by preparing client investment materials, portfolio evaluations, financial plans, proposals, and reviews. Assists with portfolio trading, client meetings, business development, communications, account documentation, compliance updates, and regulatory requirements. Builds relationships with high-net-worth clients through proactive service and accurate communication while maintaining organized records and supporting operational effectiveness. The role offers growth in wealth management and requires financial services experience, an undergraduate degree, and CIRO licensing or willingness to obtain it.

Supports three Investment Advisors by servicing client communications, preparing portfolio and financial planning reports, executing transactions, monitoring portfolios, updating client profiles, and maintaining account documentation and compliance. Provides proactive, high-quality client service while managing administrative assignments and learning additional technologies and licensing requirements.

Leads account transfer operations, processes complex transfers, manages first-tier escalations, trains employees, coordinates with internal departments and external financial institutions, corrects account errors, supports multiple transfer workflows, and maintains standard operating procedures while improving departmental efficiency.

Provides day-to-day operational and service support to wealth advisors and their teams. Responsibilities include resolving inquiries, troubleshooting issues, improving processes, tracking service trends, managing compliance controls, supporting digital tools, and coordinating with internal stakeholders to improve advisor and client experiences.

Provides administrative and client-service support to wealth management advisors. Responsibilities include preparing account documentation, coordinating client meetings and follow-ups, maintaining records, responding to inquiries, managing workflows, using Salesforce and Microsoft 365, supporting compliance requirements, and identifying process improvements.

Develops and presents comprehensive retirement, tax, estate, cash flow, and wealth plans for high-net-worth clients. Leads and improves the financial planning process, establishes recurring plan reviews, creates scenario analyses, coordinates with advisors and external professionals, and translates recommendations into actionable strategies. Requires strong Canadian tax and estate planning knowledge, client communication skills, and proficiency with Planworth or comparable software.

Performs risk-based quality assurance across enterprise applications, APIs, integrations, data platforms, Salesforce, batch processes, and vendor products. Designs and executes manual and automated tests, validates data and security controls, manages defects, supports SIT/UAT and release readiness, and communicates quality risks. Develops maintainable automation integrated with CI/CD pipelines while applying exploratory, accessibility, usability, and end-to-end business-process testing. Collaborates with technical and business stakeholders throughout the delivery lifecycle.

Provides bilingual English/French front-line support to financial advisors, advisor teams, and clients through phone, email, and digital service channels. Resolves routine access, navigation, functionality, and process inquiries; documents interactions; triages complex issues; and escalates matters appropriately. The role requires accurate communication, strong computer skills, empathy, discretion, and the ability to manage high-volume support while learning wealth-management systems and service processes.

Reviews, approves, and administers retail credit requests and transactions, including withdrawals, wire transfers, third-party payments, securities transactions, journal entries, write-offs, and interest adjustments. Monitors delinquent cash accounts and short reporting while ensuring compliance with regulatory requirements and firm policies. The role also manages financial risk and provides support to advisor teams.

Prepares comprehensive financial plans and projections for high-net-worth clients, including net worth, cash flow, income tax, insurance, and wealth strategies. Works directly with clients and Investment Advisors to gather information, analyze alternatives, review plans, and communicate recommendations. Develops client-friendly tax strategies, educational materials, and financial planning articles while ensuring accuracy and clear communication.