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Posted 20 days ago

Licensed Representative

@ The Burke Group: Human Resources Specialists

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St. Catharines, Ontario

Full-time

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SIGNALS

Overview

The Burke Group, a Niagara Region wealth management practice, is hiring a Licensed Administrative Associate full-time to support its Investment Advisors. The work covers client service, account administration, compliance documentation and operational support. The posting requires the Canadian Securities Course and Conduct & Practices Handbook, and states competitive compensation and paid time off.

Responsibilities:

Serve as primary client contact
Process account openings, transfers and trade submissions
Maintain client records and compliance documentation
Support financial planning and portfolio reviews
Assist with branch operations

Requirements summary:

Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required
Previous financial services or wealth management experience
Strong understanding of investment products and compliance
Proficiency with Microsoft Office
CRM/Salesforce experience an asset
Current IR registration an asset

Tools & skills

Microsoft Office Salesforce CRM

Source and dates

Source type not verified · apify-linkedin

Employer posting date: 2026-10-21
First seen by our source: 2026-11-10
Source record updated: 2026-11-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

Seniority	Entry level
Department	Business operations
Hours per week	40 (estimated)
Travel	air: none · ground: none
Work setting	Office
Position	Mostly sitting
Physical demands	physical low · computer high
Languages	English
Licences & certifications	Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Investment Representative (IR) registration
Perks mentioned	Generous paid time off

Summary and details written by AI from the posting; the employer’s posting is the authority.

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The Burke Group: Human Resources Specialists

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Field	Value
Open jobs on Jobsy	1

Job description

Our client is a well-established wealth management practice in the Niagara Region seeking a Licensed Administrative Associate to join its growing team.

As a key team member, you will support Investment Advisors with client service, account administration, compliance coordination, and operational support. The ideal candidate is highly organized, professional, proactive, and experienced in the investment or wealth management industry.

Key Responsibilities

• Serve as a primary point of contact for clients, providing exceptional service and support

• Coordinate meetings, maintain calendars, and prepare client documentation and reports

• Process account openings, transfers, updates, EFTs, PAC/SWP setups, and trade submissions

• Maintain accurate client records and ensure compliance documentation is complete and current

• Support financial planning initiatives, portfolio reviews, and investment proposal preparation

• Assist with branch operations, office coordination, and administrative functions

Qualifications

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required

• Previous experience in a financial services or wealth management environment

• Strong understanding of investment products, compliance requirements, and trade processing

• Exceptional organizational, communication, and client service skills

• Proficiency with Microsoft Office; CRM/Salesforce experience considered an asset

• Current Investment Representative (IR) registration is an asset

This organization offers a professional and supportive environment focused on collaboration, growth, and long-term success. Competitive compensation, paid time off, and ongoing learning opportunities are provided.

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Licensed Representative

Overview

Responsibilities:

Requirements summary:

Tools & skills

Job details

The Burke Group: Human Resources Specialists

Journal

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