Wealth Management Assistant
Vassalo & Associates Private Wealth — Kitchener, ON
For 30+ years, Vassalo & Associates Private Wealth has helped clients grow, protect, and share their wealth with confidence. We extend that same care, clarity, and long-term perspective to our team.
We are a growth-minded firm. We design roles intentionally so great people can build meaningful, long-term careers—not just fill jobs. If you value development, mentorship, and expanding your expertise at a sustainable pace, you’ll thrive here.
Compensation
$48,000–$60,000 annually, depending on experience, capability, and credentials.
About the Role
We’re hiring a Wealth Management Assistant to deliver exceptional client service and operational support while progressing into more advanced responsibilities as skills and licensing grow.
Why This Role Is Different
Most firms hire for output. We hire for growth.
Our value proposition to you:
• A clear development pathway into licensed responsibilities (mutual fund and insurance), with training and exam support.
• Mentorship focused on building both competence and confidence.
• Prioritization of work–life balance so you can excel professionally while maintaining the well-being and personal time that matter most.
• A culture that invests in your long-term trajectory, not just your current tasks.
What You’ll Do
Client support & operations:
• Client hospitality and meeting preparation
• Follow-through on service items
• Administrative support (forms, scanning, mail, etc.)
• Coordination across lending, banking, and insurance service partners
• CRM accuracy and scheduling backup
• Marketing and digital updates
• Event logistics for client events and seminars
As you grow (and as licensing is achieved):
• Investment processing support
• Insurance new business administration
• Enhanced compliance and KYC maintenance
• Workflow ownership and process improvements
• Participation in practice-development initiatives