Wealth Advisory Graduate Position
2 days ago
We are seeking a motivated and enthusiastic graduate or soon-to-be graduate to join our wealth advisory team as a graduate wealth management advisor.
In this role, you will work closely with experienced partners and senior advisors to develop client strategies and execute investment trades.
Your key responsibilities will include preparing portfolio reviews for client meetings, assisting in the development of client strategies, executing investment trades, and general correspondence and workflow management.
You will also have the opportunity to participate in focused learning and development programs, including national Graduate College, monthly tax training, CA support, and virtual study sessions.
About Our Team
We pride ourselves on being a fun and collaborative team that values diversity, inclusivity, and continuous learning. We offer a supportive and dynamic work environment that encourages open communication and teamwork.
About You
We are looking for someone with high attention to detail, good listening skills, and an eagerness to learn who is studying or has recently completed a Bachelor's degree in Business, Commerce, Economics, or a similar discipline with a major in Finance.
We welcome applications from individuals who are passionate about delivering exceptional results and making a positive impact on people's lives.
Benefits
- Flexible working arrangements to help you balance work and personal responsibilities
- Free company provided Salary Continuance insurance
- Bi-Monthly Colleague Lunch
- Dress for your day
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