About the Role

We’re looking for a bilingual Wealth Associate to deliver high‑quality client service and support investment‑management activities. The incumbent will work in a hybrid schedule and provide tailored support to clients across Canada.

Responsibilities

• Build and maintain strong relationships with clients, acting as the primary point of contact for account‑related inquiries.
• Provide account reports, explanations, and cash‑contribution or withdrawal information to clients and coordinate with Operations, Billing, Compliance, and other departments.
• Facilitate the onboarding of new clients and keep account and client records up‑to‑date.
• Support advisors in sales, service, and communication activities for existing and prospective clients, ensuring all reports and documents are accurate, complete, and delivered on time.
• Collaborate with team members on joint projects such as business development, special events...