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We’re seeking a detail-oriented, proactive Wealth Administrator to support a high-performing advisory team. Reporting directly to Wealth Advisors, you’ll keep operations running smoothly, ensure compliance, and deliver an exceptional client experience.
This role is ideal for someone with financial services administration experience who thrives in a fast-paced environment and is eager to learn, grow, and contribute to both client service and business development.
Benefits & Perks
- Comprehensive health, dental, and vision benefits.
- Health & Wellness Spending Account.
- 4% RRSP matching allocation.
- Ongoing training, coaching, and education with a clear path to increased responsibility (and potential progression toward advisory over time).
- A supportive, collaborative work environment where your ideas are welcomed and your impact is visible.
Responsibilities
Client Operations & Administration
- Accurately process mutual fund and life insurance transactions, registrations, new business, and data entry with strict confidentiality.
- Maintain organized, compliant client documentation (KYC, forms, agreements) and keep the CRM current and audit-ready.
- Prepare meeting materials, complete post-meeting follow-up, and coordinate schedules to create a seamless client experience.
- Generate and distribute reports to support portfolio reviews, client updates, and planning discussions.
- Ensure all activities meet legislative, regulatory, and compliance requirements.
Client Service & Relationship Support
- Serve as a responsive first point of contact; triage inquiries and own follow-through to resolution.
- Understand client profiles and corresponding investment/insurance strategies to support informed service.
- Coordinate and participate in client meetings and events; set agendas, prepare documentation, and manage follow-ups.
Sales Enablement & Business Growth
- Help build and execute client service plans, segmentation models, and business plans.
- Co-manage the client acquisition pipeline (prospects/leads), support proposal creation, and assist in closing new opportunities.
- Identify opportunities for asset consolidation, referrals, and additional services within the existing client base.
- Support conventional and digital marketing initiatives (content routing, approvals, implementation).
Planning, Reporting & Process Improvement
- Assist advisors with research, data gathering, and drafting of planning inputs and recommendations.
- Prepare, analyze, and present reports and summaries to support reviews and strategic conversations.
- Proactively recommend and implement process improvements to streamline workflows and elevate the client experience.
- Accurately document all client interactions to maintain a clear service record.
Qualifications
- Experience in financial services administration (wealth/insurance/accounting/related).
- Licensing (assets): Mutual Fund Representative (CIRO/MFDA equivalent), CSC/CPH, and LLQP (or willingness to obtain).
- Post-secondary education in Business, Commerce, Finance, or a related discipline.
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint/SharePoint an asset) and comfort with CRM systems.
- Excellent written and verbal communication, strong attention to detail, and sound judgment in handling confidential information.
- Highly organized with the ability to manage multiple priorities in a fast-paced setting; tech-savvy and quick to learn new tools.
- A client-first, collaborative teammate with a growth mindset and initiative.
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.