Connexion Inscription gratuite
Postuler

Publié il y a 20 jours

Licensed Representative

@ The Burke Group: Human Resources Specialists

Toutes ses offres

St. Catharines, Ontario

Temps plein
Postuler
SIGNAUX

En bref

The Burke Group, a Niagara Region wealth management practice, is hiring a Licensed Administrative Associate full-time to support its Investment Advisors. The work covers client service, account administration, compliance documentation and operational support. The posting requires the Canadian Securities Course and Conduct & Practices Handbook, and states competitive compensation and paid time off.

Responsabilités :

  • Serve as primary client contact
  • Process account openings, transfers and trade submissions
  • Maintain client records and compliance documentation
  • Support financial planning and portfolio reviews
  • Assist with branch operations

Résumé des exigences :

  • Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required
  • Previous financial services or wealth management experience
  • Strong understanding of investment products and compliance
  • Proficiency with Microsoft Office
  • CRM/Salesforce experience an asset
  • Current IR registration an asset

Outils et compétences

Microsoft OfficeSalesforceCRM
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-21
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineOpérations
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCanadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Investment Representative (IR) registration
Avantages mentionnésCongés payés généreux

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Postuler

The Burke Group: Human Resources Specialists

Toutes ses offres
ChampValeur
Offres sur Jobsy1
Description

Our client is a well-established wealth management practice in the Niagara Region seeking a Licensed Administrative Associate to join its growing team.

As a key team member, you will support Investment Advisors with client service, account administration, compliance coordination, and operational support. The ideal candidate is highly organized, professional, proactive, and experienced in the investment or wealth management industry.

Key Responsibilities

• Serve as a primary point of contact for clients, providing exceptional service and support

• Coordinate meetings, maintain calendars, and prepare client documentation and reports

• Process account openings, transfers, updates, EFTs, PAC/SWP setups, and trade submissions

• Maintain accurate client records and ensure compliance documentation is complete and current

• Support financial planning initiatives, portfolio reviews, and investment proposal preparation

• Assist with branch operations, office coordination, and administrative functions

Qualifications

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required

• Previous experience in a financial services or wealth management environment

• Strong understanding of investment products, compliance requirements, and trade processing

• Exceptional organizational, communication, and client service skills

• Proficiency with Microsoft Office; CRM/Salesforce experience considered an asset

• Current Investment Representative (IR) registration is an asset

This organization offers a professional and supportive environment focused on collaboration, growth, and long-term success. Competitive compensation, paid time off, and ongoing learning opportunities are provided.

Emplois semblables

  • Marketing Specialist

    St. Catharines, ON
    Temps plein

    Henry Of Pelham Family Estate Winery

    Henry of Pelham is a family owned and operated winery with almost 40 years of experience producing premium, award-winning wines; The 300+ acre estate is a great place to bring family and friends to experience the best…

    Social media marketing, Attention to detail, Customer service, Interpersonal skills, Communication skills, Time management

  • Junior Copywriter

    St. Catharines, ON
    Temps plein

    Intuitive Shipping

    Candidates need strong writing and proofreading skills, teamwork and organization for several deadlines at once. Post-secondary education in English, communications, marketing or journalism, or equivalent practical experience, is required, with eCommerce or SaaS experience an asset.

  • Building Operator

    St. Catharines, ON
    Sur placeTemps plein

    Cushman & Wakefield Asset Services ULC

    Candidates need a high school diploma, a valid G driver's licence, and experience in building or physical plant operations. Strong mechanical ability, blueprint reading and clear communication are essential, and a Stationary Engineer or building technician certificate is an asset.

  • Warehouse Associate - Early Mornings

    St. Catharines, ON
    18,50–30,09 $/hTemps partiel

    UPS

    Candidates need to lift up to 70 lbs (35 kg) unaided and be available Tuesday to Saturday. They must be able to read and memorize postal codes and be comfortable working fast in trailers and delivery vehicles, sometimes beyond the usual shift.

    load charts

    Seasonal Personal Vehicle Driver

    St. Catharines, ON
    19 $/hTemps partiel

    UPS

    Candidates need a valid Ontario G driver's licence, a registered vehicle in their name with valid insurance, and the ability to lift up to 70 lbs. Strong customer service skills and comfort in a fast-paced outdoor setting are also required.

    Personal vehicle

  • Process Engineer

    St. Catharines, ON
    Temps plein

    Marcal Paper

    3+ ans3+ gestionCandidates need a bachelor's degree in chemical or pulp and paper engineering, or equivalent experience, plus 3 to 5 years of supervisory experience. Strong verbal and written communication and intermediate Microsoft Excel and Word skills are also required.

    Microsoft Excel, Microsoft Word

  • Real Estate Appraiser

    St. Catharines, ON
    Temps plein

    Evolve Appraisal Services Inc.

    CRA designation or active AIC Candidate membership with substantial residential appraisal experience; Demonstrated ability to manage residential assignments from inspection through report preparation with limited…

    Administrative support, Litigation, Inspection, Report writing, Communication skills, Attention to detail

  • Payroll Administrator

    St. Catharines, ON
    25–35 $/hTemps plein

    Altis

    5+ ansAltis needs 5+ years of payroll or HR experience, the Payroll Compliance Practitioner designation, and strong Canadian payroll legislation knowledge. Candidates also need advanced Excel and strong written and verbal English.

    Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Power Platform, Copilot

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.