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
Become a Remote Client Advisor at Global Elite Empire Consultants, where you'll support families in their financial journeys.Enjoy a flexible work-from-home schedule that allows for professional gr... Show more
Private Client Solicitor (2-4 PQE) – Cambridge.Contract Type: Permanent, Full-time, Part-time.Specific Hours: Our core office hours are 9.Flexible working options can be discussed.We are seeking an... Show more
Join a dynamic team as a Senior Accountant, where you will spearhead client compilation engagements and mentor junior colleagues.Embrace a hybrid work model that promotes personal growth and work-l... Show more
A leading optical retailer in Kitchener is looking for an Associate Optometrist to join their team.You will conduct eye exams using advanced technology, ensure exceptional patient care, and enjoy s... Show more
Shape customer experiences as a Customer Service Assistant in a professional setting.Focus on delivering outstanding service through effective communication and organized support processes.The posi... Show more
Enhance customer experiences at TD Canada Trust as a part-time Customer Experience Associate in Guelph, Ontario.Focus on delivering top-notch service through transaction processing and client inter... Show more
Retail Sales Associate Full Time.Retail Sales Associate Full Time.PetSmart does Anything for Pets and Everything for You - JOIN OUR TEAM!.Retail Sales Associate Full Time.At PetSmart, we’re more th... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more
Bayshore Home Care Solutions is on the lookout for an Occupational Therapist to support clients in Kitchener and neighboring regions.This role requires flexibility in scheduling, including weekends... Show more
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking.A... Show more
Be among the first 25 applicants.This range is provided by All-Brite Glass & Tint.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.We are leaders... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Good American is the first fully inclusive fashion brand that celebrates all dimensions of female power.Offering quality, style and substance in every size — 00-32, we are committed to challenging ... Show more
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more
Compensation: Up to $50 per task.We are seeking individuals to complete small, remote market research tasks from home.Your insights help shape future products, services, and public trends.All tasks... Show more
By working at Sally Beauty Canada, you will be part of the largest hair and beauty supplier worldwide, helping customers express themselves through hair.Build relationships and inspire loyalty.Reco... Show more
Date limite pour présenter sa candidature :.Ventes et service, Services bancaires aux particuliers.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spir... Show more
It drives us to innovate, explore, and stay close to what matters to us most.At Bell, we’re building a more connected future through world-class networks, AI-powered solutions, and digital experien... Show more
We offer weekly pay and competitive wages.Opportunities - we train and provide career opportunities so you can advance and grow.Benefits, including a dining discount.For more information, visit our... Show more
Medline Canada is looking for an Inventory Associate in Guelph, ON.Embrace this full-time opportunity to manage cycles, stock, and inventory through the SAP system.Reporting directly to the Nationa... Show more
