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Supports investment advisors through client service, account documentation, calendar and travel coordination, expense processing, event planning, correspondence, filing, and administrative tasks. Maintains client records, responds to inquiries, coordinates internal and external stakeholders, and handles confidential advisor-related matters. Requires strong organization, communication, attention to detail, Microsoft Office and CRM proficiency, and post-secondary education.

Supports investment advisors with client portfolio analysis, financial planning reports, investment proposals, transactions, account administration, compliance processes, and client service. The role gathers and analyzes client information, prepares performance and valuation reports, manages money movement requests, maintains accurate files, and coordinates with clients and external professionals. It requires substantial financial services experience, CIRO registration, IQPF/IPF certification, French fluency, strong organizational skills, and proficiency with Microsoft Office and Salesforce.