Advisor Success Associate, Account Management

Position Title: Associate Account ManagementEssential Functions:Liaise between Advisors clients and custodians to ensure timely and accurate onboarding of new account requirements for each type of account offered(for example RRSP RESP TFSA LIF RIF Corporate Trust etc.) and conduct Quality Assurance (QA) reviews on new account documents for accuracy based on outlined procedures and regulatory relationships with Advisors Portfolio Managers and various Partners to provide exceptional service. Proactively facilitateAdvisorrequests to streamline operations and minimize service current or newly required documentationis updated as needed. Adhering to procedures set by Operations and Compliance is a key Advisorswith platform-related queries. Escalations to various internal teams (for example Engineering) may be required if issues arise or workflow functionality may be out of up other CoE (Centres of Excellence) in the department as cross-working relationships to coordinate service and operational activitieswith other CoEs as required. This includes Money Movement Account Transfers and Relationship :2-4 years of proven professional experience in the client servicing or operations roleExcellent client service and verbal and written communication analytical skills with a problem-solving who can communicate complex ideas in a simple and easy-to-understand thrive (or excel) in a fast-paced and deadline-driven must be able to prioritize and execute multiple tasks in a fast-paced environment providing fast friendly and accurate to have:Completion of the Canadian Securities Course (CSC) is an in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other using SQL and Excel is an should you join usWe are one of Canadas Top Small & Medium Employers& believe in innovation and a vibrant culture- work for an innovative people-first financial services firm that values believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards- Competitive compensation including equity care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life- a flexible paid time-off policy covering vacation sick and mental health care about your family- Paid parental leave for eligible employees with a care about your future Generous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Unlimitedis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.