About this role
Senior Wealth Associate at Fil. Location: Toronto or Mississauga. Role: support clients, manage relationships, execute trades Requirements: 3+ years in wealth management operations; university degree; bilingual English and French; licensed as Registered Representative to sell mutual funds and securities; strong knowledge of investment products; Salesforce/portfolio tools experience preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, CRM, Portfolio management tools Certifications: registered representative (rr) Commitment: Full Time Workplace: Hybrid Languages: English, French