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IG Wealth Management
Operational AssociatesIG Wealth Management • Toronto, ON, CA
Operational Associates

Operational Associates

IG Wealth Management • Toronto, ON, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Shoemaker Plaxton Group Private Wealth Management is a leading Toronto based team that provides a full range of financial products and services to families, lawyers, entrepreneurs, and executives in Toronto & surrounding areas. Drawing on previous experience in the industry, you will be responsible providing administrative support, with a lens of continuous improvement to support and improve systems for servicing the growing client base. You must be a self-motivated and disciplined individual with an entrepreneurial spirit.

YOU WILL:

  • Accurately entering and processing Client Trades (including deposits, withdrawals, transfers, systematic plans) as directed by the Advisor in a timely manner
  • Input client information into financial planning software and update annually or as needed
  • Illustration of insurance quotes and processing insurance policy placing paperwork
  • Prepare annual tax packages to be shared with external accountants
  • Support the Advisor with the ongoing Client Servicing, engaging the Advisor when Client Portfolios require suitability reviews, KYC updates or investment recommendations
  • Maintain complete and accurate Client Files and ensuring all Client interactions are fully documented
  • Maintain account lists, track client documentation and provide suggestions for ongoing process improvement
  • Ad hoc support to Advisors and Associate as needed

EDUCATION, SKILLS & REQUIREMENTS:

  • Experience in a financial service advisory firm (required)
  • Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain - Preference will be given to those with an LLQP
  • Post-Secondary Education
  • Strong organizational and project management skills, ability to multi-task
  • Superior problem solving, ability to consider the impact of various decisions and communicate them accordingly
  • Proactive leadership, willingness to communicate items that need attention to the greater team for prioritization
  • Excellent, effective communications skills – verbal and written
  • Ability to work collaboratively with all members of the practice
  • Advanced knowledge of technology, tools and software, specifically proficient in CRM Tools (Salesforce) and Microsoft Office Suite of Tools
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Operational Associates • Toronto, ON, CA

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