Database analyst • waterloo on
Randstad is currently recruiting for a full-time, 5 days on-site, Client Advisor Assistant for our client in Waterloo to join a premier, boutique wealth management firm.In this role, you will serve... Voir plus
The Mawari Network orchestrates a decentralized ecosystem of GPU-powered nodes running the Mawari Engine, a proprietary rendering and streaming stack optimized for XR.We leverage Web3 principles to... Voir plus
Senior Guidewire QA Analyst – PolicyCenter, BillingCenter & ClaimCenter.Guidewire PolicyCenter, BillingCenter, and ClaimCenter.The ideal candidate will have experience in end-to-end testing, de... Voir plus
What we do every day to be our very best.Every day at Securian Canada means a day spent helping Canadians and their families build secure tomorrows.We’re agile and innovative, and we aren't afraid ... Voir plus
Descartes Unites the People and Technology that Move the World.The need for efficient, secure, and agile supply chains and logistics operations has become ever more critical and complex.By combinin... Voir plus
This position is responsible for the design, deployment, management, and security of storage and compute infrastructure for MCAP.This includes the planning, management and monitoring of the physica... Voir plus
We are hiring for a Senior Data Analyst to join our team!.This role will enable decision-makers to make evidence-based decisions, support growth efforts, and identify threats and opportunities thro... Voir plus
The Senior Data Engineer is responsible for the design, governance, and ongoing evolution of the organization's enterprise data environment.This role provides leadership in data governance, data ar... Voir plus
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Voir plus
This is an opportunity in the exciting and fast-growing transportation technology industry.Public transit is being transformed from a system of static, scheduled fixed-routes, to a dynamic on-deman... Voir plus
D2L is a cloud company that is modernizing education and building the Future of Work.The old models of teaching and learning are in the midst of the largest transformation in history, and D2L is at... Voir plus
Vice President, Executive Search & Consulting About the Company Premier educational institution providing executive education & business consulting services Industry Management Consulting Type ... Voir plus
Reboot Monkey is a global datacenter services provider headquartered in Haarlem, Netherlands, operating.We deliver colocation, IP transit, smart hands, remote hands, and managed datacenter services... Voir plus
We are hiring for a Senior Data Analyst to join our team!.This role will enable decision-makers to make evidence-based decisions, support growth efforts, and identify threats and opportunities thro... Voir plus
Page(), pageData: pageData, onMessage: onMessage, classModifier: classModifier } } -->.PageDisplayBoxed}, class: classWithModifier ">.Dat... Voir plus
Looking for an opportunity to be part of a dynamic team and contribute to meaningful business operations? Join a respected organization in the insurance sector where your attention to detail, probl... Voir plus
Randstad is currently recruiting for a full-time, 5 days on-site, Client Advisor Assistant for our client in Waterloo to join a premier, boutique wealth management firm.
In this role, you will serve as the essential link between high-net-worth clients, Portfolio Managers, and internal operations to ensure flawless account administration and high-touch service.
If you are an experienced Client Advisor Assistant with discretionary wealth management experience and your CSC, this would be a great opportunity for you!
Advantages
- Permanent, full time position with a reputable company
- Comprehensive benefits and company RRSP matching program to support your long-term financial goals
- Competitive salary: $50,000 to $65,000K annually
- Be part of one of Waterloo Region's most respected wealth management firms
Responsibilities
- Deliver high-touch administrative support, handle direct client communications, and manage seamless account openings and transfers (RRSP, TFSA, RIF, Corporate)
- Prepare polished client meeting packages, portfolio performance reports, and presentation materials for Portfolio Managers
- Maintain precise CRM database records and collaborate with the team to streamline daily workflows and ensure flawless execution
Qualifications
- Completion of the Canadian Securities Course (CSC) is required
- 5 to 7 years of experience as a Client Advisor Assistant or Assistant supporting Portfolio Managers in discretionary wealth management (non-mutual fund)
- Deep understanding of Canadian account types, stock and bond fundamentals, and institutional account transfer processes
- Advanced proficiency in Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint) and industry CRM database platforms
- Exceptional organization, proactive problem-solving, meticulous attention to detail, and a warm, executive-level professional demeanor
- Ability to work full-time on-site 5 days per week in Waterloo, ON
Summary
If you want stability, appreciative leadership, great compensation, and a role where your wealth management expertise makes a measurable impact, we want to hear from you!
How to apply:
1) Respond directly to this job posting by registering and applying to the posting directly at www.randstad.ca
2) Please also directly email: saudia.yusuf@randstad.ca and chantal.cook@randstad.ca with the title "Client Advisor Assistant"
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
