Job Description

Live your ambitions

Your job :

1. Executive Support

• Manage calendars for Advisors, including scheduling client meetings, internal reviews, and professional commitments
• Prepare and organize meeting materials (agendas, summaries, documents) in collaboration with support staff
• Coordinate travel arrangements, conference bookings, and special events
• Screen and prioritize incoming communications (emails, calls, and messages) for Advisors

2. Client Care & Communications

• Draft professional correspondence and client-facing communications
• Maintain a strong understanding of client preferences, key dates (birthdays, anniversaries), and ongoing service needs
• Assist with follow-ups from client meetings, ensuring timely execution of next steps and documentation
• Help in the production of monthly market outlook videos, including light editing, branding, and formatting for upload.

3. Administrative Operations

• Track deliverables such as financial plans, account documentation, and client reviews
• Liaise with internal departments (compliance, operations, marketing) to coordinate submissions and ensure process adherence
• Maintain and update CRM with accurate notes, deadlines, and meeting records
• Help organize team and client events, managing invitations, logistics, and follow-ups

4. Team Collaboration & Project Support

• Support special projects and business initiatives at the direction of Advisors
• Maintain internal checklists and workflows to ensure consistent service delivery
• Collaborate with other associates and licensed team members to balance workload and provide backup when needed

Prerequisites

• 2+ years of experience in customer service or administrative roles
• Financial industry experience not required
• Exceptional organizational skills and attention to detail
• Strong verbal and written communication skills
• Proficiency in Microsoft Office Suite
• Ability to handle sensitive information with discretion and professionalism
• Self-starter who can manage multiple tasks with minimal supervision

Languages:
English

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.