CI Assante Wealth Management Ltd.

 

LOCATION: Toronto, Ontario

WORK ARRANGEMENT : Full-time in office

POSTING DATE: October 8, 2026

APPLICATION DEADLINE: October 31, 2026

HOURS PER WEEK:  37.5

SALARY: $55,000 to $75,000 per annum

CONTACT:  Tina Tehranchian

JOB DESCRIPTION:
 

About the Opportunity

Tina Tehranchian, an award winning and highly regarded Senior Wealth Advisor with CI Assante Wealth Management Ltd., a leading Canadian wealth management firm, is seeking an exceptional Administrative Assistant to join her Toronto based practice.

This is an excellent opportunity for a highly organized, detail-oriented professional who takes pride in producing accurate, high-quality work and ensuring that every task is followed through to completion.

The successful candidate will play an important role in the smooth and efficient operation of a busy wealth management practice serving successful individuals, families, and business owners.

The position requires someone who can confidently manage numerous tasks and competing priorities while maintaining exceptional accuracy, organization, and professionalism.

We are looking for someone who does not simply complete assigned tasks but takes ownership of them. You will be expected to keep track of outstanding items, follow up proactively, anticipate next steps, and ensure that important details and deadlines do not fall through the cracks.
 

EXPERIENCE AND QUALIFICATIONS:

• Exceptional attention to detail and a demonstrated commitment to accuracy.
• Outstanding organizational skills and the ability to keep track of numerous tasks simultaneously.
• Strong follow through and a proven ability to take ownership of tasks from initiation through completion.
• Excellent time management skills and the ability to prioritize effectively when managing competing deadlines.
• Strong digital literacy and research skills, including the ability to assess the reliability of information.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook, as well as standard office technology.
• Strong data management and data entry skills with an emphasis on accuracy.
• Excellent written communication skills and the ability to communicate clearly and professionally.
• Professional demeanour with excellent interpersonal, telephone, and office etiquette.
• Ability to remain composed and effective in a busy environment and when dealing with challenging situations.
• A proactive mindset and willingness to identify problems, suggest solutions, and continuously improve processes.
• Ability to work independently while also contributing effectively as part of a collaborative team.

Desirable Assets

• Previous experience in wealth management or financial services
• Canadian securities licence
• Experience with Conquest Planning and Snap Projections
• Knowledge of Morningstar Advisor Workstation
• Experience coordinating meetings, seminars, or client events
   

DUTIES AND RESPONSIBILITIES:
 

Key Responsibilities

• Provide comprehensive administrative support to a busy wealth management practice.
• Manage multiple tasks, deadlines, and follow ups with a high degree of accuracy and accountability.
• Maintain organized records, client information, databases, and documentation.
• Prepare correspondence, reports, presentations, spreadsheets, and other client materials.
• Monitor outstanding items and proactively follow up with clients, team members, and external parties to ensure timely completion.
• Assist with client service requests and administrative aspects of account management.
• Conduct online research and assess the reliability and relevance of information.
• Coordinate meetings, appointments, and client events.
• Identify opportunities to improve administrative processes, organization, and office efficiency.
• Provide professional and courteous communication with clients and other stakeholders by telephone and email.
   

ADDITIONAL NOTES:

The Ideal Candidate

You will excel in this role if you are someone who naturally notices details, enjoys creating order, and gets satisfaction from completing tasks accurately and on time. You are dependable, resourceful, and conscientious. When something requires follow up, you follow up without needing to be reminded. When you identify an issue, you take the initiative to help resolve it.

Above all, you understand that in a professional wealth management practice, accuracy, responsiveness, discretion, and exceptional client service matter.

Equal Opportunity and Accessibility

CI Assante Wealth Management Ltd. is an equal opportunity employer and does not discriminate in employment on the basis of any of the protected grounds described in the Ontario Human Rights Code.

We are committed to providing accommodations for persons with disabilities in accordance with the Accessibility for Ontarians with Disabilities Act, 2005. Accommodation requests will be reviewed and provided to candidates who require assistance during the hiring process.

CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

 

Please apply with your current resume and a cover letter to:

Tina Tehranchian at ttehranchian@assante.com

 

We thank all applicants but only those selected for an interview will be contacted.