Join a Team That Puts People First
At StollerWealth, we believe great financial advice starts with great relationships.
Our clients trust us with some of life's most important decisions, and that trust is earned through exceptional service, genuine care, and a commitment to doing what's right. We're looking for a Senior Licensed Assistant who shares those values and wants to play a meaningful role in helping clients achieve their financial goals.
This is more than an administrative position. It's an opportunity to become a trusted partner to our advisors, contribute to an exceptional client experience, and help shape the continued growth of our practice.
What You'll Do
As a Senior Licensed Assistant, you'll provide day-to-day support that helps our advisor team deliver outstanding service and advice to clients. You'll be an important point of contact for clients, helping ensure every interaction is handled with professionalism, accuracy, and care.
Your responsibilities will include:
- Providing exceptional service to clients by phone, email, and in person
- Responding promptly to client inquiries and requests
- Supporting advisors with client meeting preparation and follow-up
- Assisting with investment and financial planning activities
- Processing trades and account-related transactions
- Managing account documentation and regulatory requirements
- Maintaining accurate client records and CRM updates
- Coordinating deposits, withdrawals, and transfers
- Preparing reports and supporting account analysis
- Collaborating with team members and head office partners
- Contributing ideas that improve efficiency, service, and business growth
Who You Are
You're someone who genuinely enjoys helping people and takes pride in getting the details right. You build trust easily, communicate clearly, and thrive in an environment where teamwork and accountability matter.
You bring:
- Registration with CIRO, or the ability to obtain registration
- 3–5 years of experience within a CIRO regulated financial services environment
- Strong communication and relationship-building skills
- Excellent organizational abilities and attention to detail
- A proactive, solutions-oriented mindset
- Strong analytical and problem-solving skills
- Knowledge of investment products and wealth management practices
- A college diploma or undergraduate degree (preferred)
Why StollerWealth?
We're committed to creating an environment where people can do their best work, continue learning, and build a meaningful career.
When you join StollerWealth, you'll be part of a collaborative team that values integrity, professionalism, continuous growth, and putting clients first. Your ideas will be welcomed, your contributions will matter, and your development will be supported.
If you're looking for a role where you can make an impact, build lasting relationships, and grow alongside a team that genuinely cares about clients and one another, we'd love to hear from you.
Work Location: In person
