Senior Assistant in Wealth Management

Take charge as a Licensed Assistant and Practice Manager in our Abbotsford wealth management team, serving high-net-worth clients. This senior role focuses on operational excellence and compliance management within a collaborative environment.

We are looking for a highly-organized professional with over three years in financial services. In this role, you will execute trades, manage compliance workflows, and lead a dedicated support staff. This position allows you to deepen your financial expertise while gaining client-facing experience.

Key Responsibilities:
• Execute client trade requests accurately and promptly
• Manage KYC updates and recurring compliance tasks
• Track estates from initiation to completion
• Monitor and optimize key compliance deadlines
• Provide leadership to support staff, ensuring prioritization of tasks

Requirements:
• Minimum of 3 years in financial services or related fields
• Kn...