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Client Services Associate
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- Régimes de participation aux bénéfices
- Programmes de Bien-être
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il y a 1 jour
Operations Manager - ON/West
United Services Group —Peterborough, ON
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- Assurance Vision
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Client Services Associate

Matthews + Associates
Peterborough, ON

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Détails du poste

Permanent | Temps plein
Il y a 1 jour

Avantages

Régimes de participation aux bénéfices
Assurance Maladie Complémentaire
Programmes de Bien-être
Assurance Invalidité
Assurance Dentaire
Congés payés
Événements d'Entreprise
REER
Assurance Vie

Compétences

Anglais
Finance
Expérience administrative
Administration de bases de données
CFP
Baccalauréat
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication

Description complète du poste

About Us

Matthews + Associates is a retirement-focused wealth management firm in Peterborough, Ontario, operating under Aligned Capital Partners Inc. (ACPI) as broker-dealer. We manage roughly $110M for about 110 households. We run as a single advisory pod today and are building toward multiple pods as we scale, so this is an early, foundational seat on a growing team.

What makes us different: we are advice-first and education-led, not product-led. Our portfolios follow an evidence-based investment philosophy. Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap). Our education brand, Retirement Planning Simplified, runs a podcast, YouTube channel and website that drive inbound interest. We are building a structured, career-tracked team so people can see exactly how they grow here, which is unusual for a firm our size.

Who we serve

Canadians aged roughly 50 to 70 approaching or in retirement, typically with $1M to $10M in investable assets. The work is genuine retirement and decumulation planning: income, tax, estate and transition. Clients come to us for clarity and ongoing advice, so the whole team is oriented around service quality and long-term relationships rather than transactions.

The Client Services Associate Level 2

We are looking for a resourceful, growth-minded, and ambitious individual to join our expanding team. This role is suited for a CSC licensed person with experience working within the financial planning sector. This position is a position of growth and development, with the opportunity to to progress from operational support to becoming a Certified Financial Planner.

Key accountabilities:

Account openings, transfers, beneficiary and registration changes, contributions/withdrawals, RRIF/RRSP changes
Dealer/back-office liaison: resolving transfer rejections, debits, trade issues and follow-ups, all the way to done
Estate and document processing, DocuSign, fee addendums, AOR and KYC updates, Wealthbox CRM hygiene
Meeting prep and follow-up support alongside the Lead Advisor and Senior Financial Planner
Client follow-up for trade instructions

Qualifications

Dedicated client-service professional with 1-3 years of experience in the financial planning sector (required)
Canadian Securities Course (CSC) Licensed (required)
Deep understanding of financial services products with specialization on retirement solutions
Experience with Conquest software platform, or experience with other financial planning software
Proficiency in office administration practices and technologies, including general office software, CRM databases, DocuSign etc.
Demonstrated ability to problem-solve independently
Experience with aiding team members with administrative requirements, including, but not limited to, meeting preparation and support
Excellent written and verbal English communication skills
Ability to work daily in office in Peterborough, Ontario

What we offer you:

A starting base range salary of $54,000 salary per year and incentive bonusing paid quarterly
We provide a structured path to work from operational support to becoming a Lead Advisor with support of a Certified Financial Planner (CFP) designation
A collaborative, values-minded team that works together with clients and removes pressure to build individual books of clients or client quotas
Opportunity to for future hybrid work flexibility based on client and team requirements

Pay: $50,000.00-$54,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Wellness program

Education:

Bachelor's Degree (preferred)

Experience:

Financial services: 2 years (required)
Database administration: 1 year (required)

Licence/Certification:

Canadian Securities Course CSC (required)

Work Location: In person

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liaison emplois - lindsay, on

Client Services Associate

Operations Manager - ON/West

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