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    Wealth Associate - Ontario, Canada - Meridia Recruitment Solutions

    Meridia Recruitment Solutions
    Meridia Recruitment Solutions Ontario, Canada

    2 weeks ago

    Meridia Recruitment Solutions background
    Description

    Role Description

    :


    • Administrative tasks

    • Client communication

    • Advisor practice management including workflow, scheduling, and prioritization

    • Manage & process all areas of client service: Annual Review preparation, Deposits and withdrawals, buying/selling etc...

    • Manage & process all areas of wealth account opening cycle, client updates and life insurance application cycle

    • Reception back up

    • 100% in office

    Your Requirements:


    • 5+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administration

    • Must hold: Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (Licensed IR or RR)

    • Dynamics 365

    • WME considered a strong asset

    • Life Insurance experience considered a strong asset

    • Desire to grow and expand capabilities & responsibilities

    • Willing to pursue ongoing education

    • String administrative background

    • Strong proficiency in Microsoft Applications (Excel – advanced)

    • High performer with high attention to detail

    • Is professional when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyers

    • Self-Management with little supervision

    Benefits:


    • Competitive compensation and comprehensive benefits program

    • Wellness Credit & Virtual Health Care

    • Leading edge technology with proprietary tools and technologies available

    • Positive culture where team members are valued and celebrated

    • Financial and time support of ongoing professional development throughout career

    • Collaborative team environment

    • Commitment to and supportive of community involvement

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