Wealth Management Associate - Bilingual

• 

  Location

  (CANADA) and Dorval

• 

  Job Reference

  21531

• 

  Functional Area/Experience

  Business, Accounting & Finance / Fresh Graduate

Job Description & Qualifications

KHB Capital - Wealth Management Advisory.

SALARY: $ 60 000 + Bonus + Benefits, depending on experience.

• Are you a fluently bilingual associate looking for full-time work in the West-Island?
• Do you enjoy working in a process driven practice?
• Do you take pride in your attention to detail? Are you precise, focused and structured?
• Do you enjoy being part of a dynamic team?

KHB Capital is a leading financial planning, investment advisory, complete wealth management team within Assante Capital Management Ltd. Working extensively with business owners and professionals, KHB Capital provide professional service in an organized and ethical way, dedicated to assisting high net worth clients in understanding and implementing investment, tax and estate planning solutions. We pride ourselves in adding value through exceptional knowledge, service and follow through.

Location: 2020 Trans-Canada Highway, Dorval, Qc

Work remotely: In office / flexible

Job Type: Full Time / flexible hours

Category: Wealth Management / Financial Planning

Job Description: Bilingual Associate

Commencing Date: Immediate

Education:

Post-Secondary Education or equivalent combination of education and experience

What you will do:

• Preparation of pre-meeting materials and financial reports
• Completion of post-meeting follow-up activities
• Resolve client queries and concerns
• Research information for special reports
• Back up on order processing and administration
• Assist in marketing and client relationships

What you will bring:

• A background in the financial service industry is required
• Experience in financial services or accounting
• Fluently bilingual, written and spoken (French, English)
• Strong interpersonal communications skills
• Strong attention to detail, accuracy and follow through
• Excellent planning, time management and organizational skills
• Ability to work autonomously and to multi-task
• In depth knowledge of Microsoft Office suite and Salesforce are an asset
• Discretion and respect for confidentiality

What you can expect from us:

• Competitive compensation package
• Performance based bonus plan
• Ongoing professional development through corporate events
• Flexible schedule
• Excellent Benefits plan: Dental, Health, Disability & Life Insurance
• On-site Gym (free)
• On-site Parking (free)
• Potential for growth and promotion