Questrade Wealth Management Associate Role

Advance your career as a Wealth Management Associate with Questrade Financial Group in North York, ON, focusing on operational tasks and client service. This hybrid role enhances your wealth management skills.
The Wealth Management Associate will work closely with Associate Portfolio Managers and Portfolio Managers in day-to-day operational support within Questrade Wealth Management. Responsibilities include performing detailed Excel calculations, maintaining client communications for account management, and participating in meetings to assist overall operational effectiveness. Your work will also involve collaborating with various departments to ensure smooth operations and contribute to special projects.
Key Responsibilities:
• Support portfolio management with operational tasks
• Engage with clients for account maintenance via phone
• Perform portfolio research and market data analysis
• Generate and analyze business reports in Excel
• Collaborate with teams to ...