Questrade Financial Wealth Associate Role
Questrade Financial Group
Full-time
Management & Operations
Location
toronto, on, Canada
Posted
July 16, 2026
Job Description
Join Questrade as a Wealth Management Associate, where innovation meets finance in a collaborative, hybrid workplace. You'll drive operational success and enhance client relationships.
In this role, the Wealth Management Associate works directly with Associate Portfolio Managers to streamline day-to-day operations within Questrade Wealth Management. This position involves leveraging tools like Excel and Google Sheets for performance tracking, engaging with clients for account updates, and conducting data research. You will be part of a team that embraces technology to transform client experiences.
Key Responsibilities:
• Assist Portfolio Managers with operational responsibilities
• Conduct portfolio research and data analysis
• Communicate with clients for account maintenance
• Prepare detailed reports for business activities
• Collaborate across departments to improve operations
Requirements:
• Bachelor’s degre...
In this role, the Wealth Management Associate works directly with Associate Portfolio Managers to streamline day-to-day operations within Questrade Wealth Management. This position involves leveraging tools like Excel and Google Sheets for performance tracking, engaging with clients for account updates, and conducting data research. You will be part of a team that embraces technology to transform client experiences.
Key Responsibilities:
• Assist Portfolio Managers with operational responsibilities
• Conduct portfolio research and data analysis
• Communicate with clients for account maintenance
• Prepare detailed reports for business activities
• Collaborate across departments to improve operations
Requirements:
• Bachelor’s degre...