Associate, Support, Nesbitt Burns

Responsibilities

• Prepare client meeting materials, including PowerPoint presentations, and review ongoing tasks and meeting notes.
• Draft detailed meeting notes and assign follow‑up actions to team members after client meetings.
• Create and maintain Investment Policy Statements (IPS).
• Coordinate the wealth management process in collaboration with our team members.
• Support Financial Planning activities, including data collection and data entry into WealthPath
• Execute transactions and handle receivable transactions accurately and in a timely manner.
• Deliver industry‑leading, client‑focused service.
• Coordinate and participate in our internal Investment Committee.
• Conduct research and perform analytical work to support investment and planning decision.

Supports one or more Investment Advisors (IAs) and IA Team and staff, and bra...