THE ROLE
As a Wealth Management Assistant, you will be at the center of the practice, working directly with our Advisors and responsible for providing complete administrative support. You must be energized by people, detail oriented, and take pride in doing things right. The successful candidate will be self‑motivated, highly organized, with strong communication skills and a passion for client service.
WHAT YOU WILL DO
- Support the Advisors with ongoing client service, often as the first point of contact
- Manage administrative requirements for account openings, transfers, KYC updates, and transactions
- Coordinate client meetings, preparation of materials, and follow up on documentation
- Maintain compliant client files in accordance with CIRO regulations
- Understand required documentation and rules for all account types
WHAT WE ARE LOOKING FOR
- Active CIRO MFDA license (Mutual Fund licensed)
- Experience in the investment services industry and an understanding of wealth management practice operations
- Strong organizational skills and the ability to juggle competing priorities for yourself and the team
- Proficiency in MS Office; Salesforce experience is an asset
- Professional client‑service communication skills
WHO WE ARE
Sandra Ramos and Associates is a team of Senior Financial Advisors with IG Private Wealth Management, offering over 65 years of combined experience in the financial industry.
IG Private Wealth Management is part of IGM Financial, an industry leader that Canadians have trusted for more than 100 years.
We provide a full range of wealth management products and services to successful individuals, families, professionals, and business owners. Our approach is rooted in understanding each client’s unique circumstances and delivering integrated plans focused on achieving long‑term goals while minimizing taxes and fees.
Our team operates in a professional, collegial office environment with fourteen people. We value collaboration, respect work‑life balance, and pride ourselves on maintaining a positive and enjoyable workplace.
THE BENEFITS
This is an opportunity to join a respected, established wealth management practice with room to grow. We offer a competitive total compensation package, optional benefits program, and a professional office environment that values work/life balance. The role is primarily office based with some flexibility available.
We care about relationships and results.
Pay: $50,000.00-$60,000.00 per year
Work Location: In person
