Elevating women in the finance sector
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WHO WE ARE

Kevin McAdams and Brad Thompson are Senior Financial Advisors with IG Private Wealth Management, offering over 70 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. As an added benefit, our location offers the convenience of no downtown commute.

We care about relationships and results.

Experience:

Mid-level

Salary Range:

$70,000 - $85,000

Position description

THE ROLE

As a Wealth Management Assistant, you will be at the centre of the practice, working directly with two 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
Required skills / Experience

WHAT WE ARE LOOKING FOR

  • Active IIROC/CIRO Assistant license
  • 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
Wealth Management Assistant (Licensed)
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How to Apply

Please send your resume and brief cover letter to: [email protected]

We thank all applicants; only those selected for an interview will be contacted.

Apply now