Operational Associate - Toronto, ON

Seeley & Shoemaker Group is a leading downtown Toronto based Private Wealth Management practice. We provide a full range of financial products and services to more than 200 families*, entrepreneurs, professionals, and business owners.  All together, our practice has 19 years of industry experience.

Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support in the execution of  Seeley & Shoemaker Group business plan while operating in a fast-paced, confidential, multi-tasking environment.  You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service.
 

THE OPPORTUNITIES:

• Be part of one of the top IG Private Wealth Management teams in Toronto.
• Front of the line access to IG Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team.
• Be mentored by one of the most experienced and successful IG teams on Bay Street.
• Opportunity to build and be rewarded for your contribution.

SPECIFICALLY, YOU WILL:

• Help conduct the smooth operation of a wealth management office.
• Provide support on financial planning software including the review and development of written financial reports for prospects and clients.
• Meet with clients to review and execute all paperwork by following the Consultant recommended course of action.
• Prepare documents for client reviews and actively participate in all associated follow up.
• Ensure business tasks of the entire team are carried through to completion.
• Manage and resolve client service items.
• Processing/reviewing daily business transactions regarding client accounts.
• Assist with phone operations and mail preparation, when needed.
  
  

THE BENEFITS:                             

• Strong total compensation package, including bonuses and rewards based on sales results.
• Entrepreneurial culture that promises personal growth and development in the high net worth market.
• Modern work environment and flexibility in your schedule.

TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS:

• Experience in the financial services industry.
• College degree in Finance or Math, preferred.
• Knowledge of financial planning systems.
• Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), in Alberta, Life License Qualification Program (LLQP) or willing to obtain.
• Strong interpersonal skills and demonstrated ability to build relationships.
• Must have CFP® designation.

CONTACT US:

Please email your resume and a cover letter to yvonne.taylor2@ig.ca
We thank all applicants, however, only those under consideration will be contacted.