Elevate your career in wealth management as a Wealth Management Associate with Questrade Financial Group in North York, ON. This hybrid role focuses on client interactions and operational support.
In this role, you will be instrumental in assisting Associate Portfolio Managers and Portfolio Managers at Questrade Wealth Management. Your responsibilities will involve advanced Excel tasks, client follow-ups via email and phone, portfolio research, and collaboration with various departments for operational efficiency. You will also engage in special projects, contributing to the growth and performance of QWM.
Key Responsibilities:
• Provide operational support for portfolio management tasks
• Follow up with clients for conversion and account updates
• Conduct portfolio research and gather market data
• Prepare business reports using Excel
• Liaise with various teams to enhance operational efficiency
Requirements:
• Bachelor's degree or equivalent
• 2+ years of...