About this role
Wealth Management Associate at Qfg. Location: Toronto, Ontario, Canada. Role: supporting operations, analyzing portfolios, contacting clients Requirements: Bachelor's degree required, 2+ years in financial services, advanced Excel/Macro/SQL skills, experience with Salesforce/Bloomberg/Morningstar, strong analytical and communication skills, working knowledge of AI preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Macro, SQL, Google Suite, Google Sheets, Salesforce, Bloomberg, Morningstar Direct, DocuSign, Questwealth Portfolios Certifications: csc, cph, cfa Commitment: Full Time Workplace: Hybrid Languages: nq, English