Licensed Advisor Assistant - Wealth Management

Company Description Webster Financial is dedicated to delivering financial clarity, security, and prosperity to help clients achieve their ambitions. Our client-centered approach ensures tailored financial strategies to meet diverse needs. We are committed to upholding the highest standards of service, helping individuals and organizations succeed financially. Join us in fostering meaningful, long-lasting relationships with our clients. Role Description We are seeking a Licensed Advisor Assistant in Wealth Management for a full-time, on-site role located in Hamilton, ON. This position involves supporting financial advisors by preparing reports, managing client accounts, coordinating appointments, and assisting with compliance documentation. The assistant will also handle administrative tasks, ensure exceptional client service, and contribute to the overall success of the wealth management team. Qualifications Proficiency in preparing financial reports, managing client portfolios, and coordinating schedules Strong organizational and administrative skills for handling complex documentation and maintaining compliance MFDA License LLQP License - preferred but not necessary Excellent interpersonal and communication skills for client interactions and correspondence Attention to detail, problem-solving abilities, and discretion in managing sensitive financial information Relevant certifications or financial advisory experience is a plus Proficiency in financial software systems and Microsoft Office Suite Bachelor's degree in Finance, Economics, Business, or a related field preferred

The Licensed Advisor Assistant will support financial advisors by preparing reports, managing client accounts, coordinating appointments, and assisting with compliance documentation. The role also involves handling administrative tasks and ensuring exceptional client service.

Candidates should have proficiency in preparing financial reports and managing client portfolios, along with strong organizational and administrative skills. A bachelor's degree in Finance, Economics, Business, or a related field is preferred, and relevant certifications or financial advisory experience is a plus.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Reporting
• Client Portfolio Management
• Scheduling
• Organizational Skills
• Administrative Skills
• Compliance
• Interpersonal Skills
• Communication Skills
• Attention to Detail
• Problem-Solving
• Discretion
• Financial Software
• Microsoft Office Suite

• Finance & Accounting
• Sales
• Administrative

Formation minimale

Baccalauréat

Expérience minimale

0+ ans

Postuler avant le

22 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level

Mode de candidature

La candidature directe est offerte