Job Description

Company Overview

At iA Private Wealth, we specialize in delivering holistic and personalized wealth solutions through a network of over 460 independent Investment Advisor and Portfolio Manager teams. With over $85 billion in assets under administration, we are proud to be the partner of choice for discerning investors across Canada. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

About the Role

We are seeking a resourceful, organized self-starter to join our Burlington team as a Receptionist / Administrative Assistant. This full-time, on-site role supports smooth office operations and delivers exceptional client service. Hours are 9:00 AM to 5:00 PM, Monday to Friday. The position is available for immediate start

.

All applicants must have a minimum of 5 years experience in the Canadian financial services industry. Please do not apply if you do not meet this criterion, and ensure you complete all application questions. Great opportunity for experienced financial professionals, including recently retired bank employees.

What You'll Do

Act as the primary point of contact for clients, responding promptly and professionally via phone, email, and in person Provide administrative support to the team, including scheduling, correspondence, and document management Assist with financial account management, ensuring client records are up to date and compliant with regulatory standards Collaborate with advisors and colleagues to resolve client inquiries efficiently Support marketing efforts, including social media management and video editing Manage multiple priorities in a fast-paced environment while maintaining attention to detail

Who You Are

Self-starter who is thorough and organized Strong computer skills, including proficiency in Microsoft 365; experience with social media and video editing is an asset. (Training will be provided on additional software as required) Minimum of 5 years' experience in the financial services industry Exceptional client service skills with the ability to build and maintain relationships Strong verbal and written communication skills, with professionalism and discretion Team-oriented with excellent problem-solving abilities Knowledge of finance and industry trends; Bachelor's degree in Finance, Business, Economics, or a related field is an asset

What We Offer

Competitive salary starting at $50,000 with potential bonus opportunities Two weeks of paid vacation

Please Note: This is a support role only and does not involve financial planning or advisory responsibilities

How to Apply:

Submit your current resume and cover letter via Indeed.

Job Types: Full-time, Permanent

Pay: Up to $50,000.00 per year

Application question(s):

Are you legally eligible to work in Canada? Do you have experience working in a client-facing administrative or receptionist role? Are you comfortable managing multiple priorities in a fast-paced environment while maintaining attention to detail? This position is full-time and fully on-site. Are you able to reliably commute Monday to Friday, 9:00 AM to 5:00 PM? This position requires prior experience in financial services. How many years of experience do you have in banking, investments, or wealth management? Do you have experience supporting marketing or social media activities (for example, posting updates, creating content, or light video editing)?
Work Location: In person