Adjointe principale ou adjoint principal bilingue, Gestion de patrimoine / Wealth Associate Sr Bilingual
Core
Providing high-level operational support and client service to wealth management advisors and their clients across Canada.
Role type
Senior Wealth Management Operations Associate
Builds
Client service experiences, operational workflows, and advisor support for wealth management portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Wealth management operations, client relationship management, financial planning, investment product knowledge, Salesforce, regulatory compliance (KYC/AML), account administration, reporting and analysis, team leadership and training
Preferred skills
CFA/CIM/CFP/PFP designations, financial planning experience, portfolio management tools
Technologies
Salesforce
Responsibilities
Respond to daily client and advisor inquiries, manage complex escalations, support advisor business development and prospecting, execute and coordinate investment operations per risk profiles, manage end-to-end client onboarding and account transfers, maintain rigorous client records, produce operational reports, train and mentor junior associates
Seniority
Senior, hands-on IC