Wealth associate

Wealth associate focuses on status: permanent.

Confirmed role details

• Status: Permanent.
• Schedule: Full-Time.
• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).

Additional role context

• We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.
• For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it.
• Completed college and/or university diploma in a related field.