Company Description IG Private Wealth Management - Vanno Ort & Paul Jarvie is a client-focused wealth management team dedicated to bringing order, clarity, and confidence to every aspect of clients’ financial lives. The team takes a holistic approach to managing family wealth, examining all areas of a client’s financial landscape to build customized Family Wealth Plans. Lifestyle priorities, cash-flow needs, and long-term preservation goals guide the strategies they develop and maintain. By continually asking what matters most to each family as their lives evolve, the team ensures every element of the plan stays aligned with clients’ objectives and aspirations.
Role Description This is a full-time, on-site Wealth Management Operations role based in Newmarket, ON. The role involves supporting daily operational activities for client accounts, including processing transactions, maintaining accurate records, and ensuring documentation is complete and compliant. The individual in this role will coordinate account openings and transfers, monitor investment instructions, and liaise with internal teams and external providers to resolve operational issues. Daily responsibilities also include preparing reports, organizing client review materials, and updating client information in systems to support advisors in delivering high-quality service. The role requires strong attention to detail, adherence to regulatory and firm policies, and a commitment to efficient, client-centered operations.
Qualifications
- Strong foundation in Financial Planning and Finance to support the implementation and maintenance of client wealth plans.
- Knowledge of Investment Management and Investments, including understanding of different asset classes and account types.
- Familiarity with Insurance products and their role in comprehensive wealth and risk management strategies.
- Post-secondary education in finance, business, economics, or a related field; relevant industry designations (e.g., CFP, CIM, CSC) are an asset.
- Experience in wealth management, financial services operations, or back-office support, preferably in a client-focused environment.
- Strong analytical, organizational, and time-management skills, with high accuracy in data entry and documentation.
- Proficient with office productivity software and CRM or portfolio management systems; ability to learn new platforms quickly.
- Clear, professional communication skills and the ability to work collaboratively with advisors, team members, and service providers.
