Wealth Management Associate at Questrade

Accelerate your career as a Wealth Management Associate at Questrade Financial Group. You'll work within a hybrid model to support day-to-day operations and improve client interactions.

As a Wealth Management Associate, you will collaborate closely with Portfolio Managers and other teams within Questrade Wealth Management. Your role encompasses operational support, portfolio performance analysis, and client communication to enhance the overall service. You'll gain hands-on experience interacting with various departments while leveraging innovative technology solutions in your daily tasks.

Key Responsibilities:
• Support Portfolio Managers with detailed operational tasks
• Analyze portfolio data and market performance
• Follow up with clients for account assistance
• Prepare business activity reports using Excel
• Participate in wealth management meetings to record minutes

Requirements:
• Bachelor's degree or equ...