About the Role
Application Deadline:
02/27/2026Address:
65 rue Belvedere N, # 230Job Family Group:
Wealth Sales & Service• Prepare client meeting materials, including PowerPoint presentations, and review ongoing tasks and meeting notes.• Draft detailed meeting notes and assign follow‑up actions to team members after client meetings.
• Create and maintain Investment Policy Statements (IPS).
• Coordinate the wealth management process in collaboration with our team members.
• Support Financial Planning activities, including data collection and data entry into WealthPath
• Execute transactions and handle receivable transactions accurately and in a timely manner.
• Deliver industry‑leading, client‑focused service.
• Coordinate and participate in our internal Investment Committee.
• Conduct research and perform analytical work to support investment and planning decision.
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch ope...
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