Client Focused Associate Investment Advisor Ottawa

Overview

Step into a vital role at Wellington-Altus as an Associate Investment Advisor in Ottawa. Deliver exceptional client service, manage transactions, and cultivate robust relationships with high-net-worth clients.

In this position, you'll support the Hamilton Miller Investment Group by assisting in account management and administrative tasks. Key elements include processing transactions, preparing for client meetings, and maintaining accurate records. Your expertise will ensure compliance with firm policies while fostering client satisfaction.

Key Responsibilities

• Build solid relationships through proactive client communication
• Assist in preparing for client meetings and documentation
• Process account openings, RRIF setups, and transactions
• Maintain accurate and compliant client records
• Generate specialized reports and respond to client inquiries

Requirements

• Minimum 2 years i...