Join a Team Where Accuracy, Initiative and Relationships Matter
Are you an organized, detail-oriented professional who enjoys helping people and takes pride in delivering exceptional service? Are you looking for a long-term opportunity with a supportive, collaborative team where your work is genuinely valued?
Young Financial Group is looking for a Wealth Management Coordinatorto play a key role in supporting our advisors and delivering an exceptional client experience.
Whether you have experience in financial services or are looking to build your career in the industry, we'd love to hear from you.
About Young Financial Group
At Young Financial Group, we are committed to helping clients make informed financial decisions with confidence. We believe lasting relationships are built on trust, honest advice, clear communication and exceptional service.
Our team shares those same values. We foster a professional, respectful, and collaborative workplace where everyone's contributions matter. We believe that when our team feels supported, our clients receive the very best experience.
About the Role
This is a full-time, in-office, client-facing position that sits at the heart of our daily operations.
You'll work closely with our advisors to support client meetings, process investment transactions, maintain accurate records, and ensure every client interaction reflects the high standard of service we're known for.
We're looking for someone who enjoys working with people, takes ownership of their work, and thrives in an environment where trust, accountability, and attention to detail are valued.
While experience in financial services is considered an asset, it is not required. We are happy to train the right individual who demonstrates strong administrative skills, professionalism, and a willingness to learn.
What we’re looking for
We're looking for someone who:
· Has a minimum of 4 years of administrative experience (financial services experience is an asset)
· Is highly organized with exceptional attention to detail
· Communicates professionally, both verbally and in writing
· Enjoys building positive relationships with clients
· Works independently and takes initiative
· Has strong problem-solving and time management skills
· Is comfortable learning new technology and systems
· Maintains strict confidentiality and professionalism at all times
Key Responsibilities
Responsibilities include, but are not limited to:
· Serve as the first point of contact for clients and business partners, providing friendly and professional service
· Prepare documentation before client meetings and process paperwork following meetings
· Follow up on outstanding client documentation and transactions
· Maintain accurate electronic and paper filing systems
· Keep our CRM (Equisoft) current and well organized
· Process investment transactions, including purchases, switches, and withdrawals
· Monitor transactions through completion and follow up when required
· Maintain confidentiality of all client and business information
· Support advisors with a variety of administrative and operational tasks
· Ensure work is completed accurately and in accordance with regulatory and compliance requirements
What We Offer
- Competitive salary of $55,000–$65,000, based on experience
- Full-time, permanent employment
- A supportive, collaborative team environment
- Meaningful work with opportunities to learn and grow within the financial services industry
- An employer that values trust, initiative and work-life balance
Our regular office hours are 9am to 5pm, Monday through Friday.
Benefits
Following successful completion of the 90-day probationary period, employees receive:
- Employer-paid Extended Health and Dental coverage
- Employer-paid Life Insurance
- Long-Term Disability coverage (employee paid)
How to Apply
If this opportunity sounds like a great fit, we'd love to hear from you.
Please submit your resume along with a brief cover letter outlining your interest in the role.
The successful candidate will be required to complete both a criminal record check and a credit check as part of the hiring process.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Young Financial Group is committed to fostering an inclusive and accessible workplace where all employees feel valued, respected, and supported. Accommodations are available upon request throughout the recruitment process. If you require accommodation at any stage, please let us know.
Job Type: Permanent, Full-time
Benefits
- Extended health care
- Life insurance
Language
Schedule
Ability to Commute
- Waterloo, ON N2L 3L3: reliably commute or plan to relocate before starting work (required)
Experience
- Administrative: 4 years (required)
Pay: $55,000.00-$65,000.00 per year
Benefits:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
Ability to commute/relocate:
- Waterloo, ON: reliably commute or plan to relocate before starting work (preferred)
Education:
- Secondary School (preferred)
Experience:
- Administrative: 4 years (preferred)
Language:
Work Location: In person
