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.
Client Advisor Assistant • Cambridge, Ontario, CA
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