Career Opportunities

Work at TriDelta

Financial planning as it was meant to be.

We are looking to expand our team and seek investment advisors, financial planners and admin support.

Ideal candidates will want to work in an environment where they can provide the best solutions to their clients – and will be rewarded for doing what’s right for the client, not for selling specific products.

TriDelta Financial will enable you to offer your clients a rather unique full service wealth management model delivered via a team approach.

We offer a complete and independent range of discretionary investment management insurance (life & health), cash management, estate planning and mortgage solutions.

The focus is on the client and being their CFO.

Our Wealth Advisors operate independently, but have unlimited access to team specialists as well as ongoing financial and estate planning for your clients and prospects.

Our investment solution is fee based and we provide a full range of equity and fixed income solutions for clients within a segregated account. We typically have a $500,000 minimum.

Through our extensive media presence and marketing programs, we will provide support with finding target clients.

Our entrepreneurial business model will go a long way in ensuring a great working environment unlike the typical bureaucratic and administrative intensive roles in many large organizations.

Compensation is by base salary, with a variable component comprising of commission, bonus and equity.

Qualification requirements:

  • CFP ® Designation preferred
  • CFA ® Designation a plus
  • 8+ years client relationship management
  • Outstanding commitment to client service
  • Current investment book of at least $25 million
  • Ability to speak a language in addition to English is an asset

If you want to learn more about our company, please contact Anton Tucker for a confidential discussion by phone at (905) 330-7448 or by e-mail at anton@tridelta.ca.

Current Opportunities

Admin Manager

TriDelta Financial – Oakville, ON L6J 1H4

Job description:
The successful candidate’s role will support two financial advisors and maintain strong client relationships.
Work in the quaint downtown Oakville location steps from the lake.
The job salary range is $50,000 to $65,000.

Responsibilities:
Work very closely with two Wealth Advisors delivering key admin support including:

  • Ongoing review of systems and client info to ensure all documentation is complete, accurate and current.
  • Service all clients in support of the advisors, but also directly as the tasks dictate.
  • The candidate will process the bulk of new client onboarding of account applications for processing and initiate asset transfers.
  • Perform additional administrative duties as required.
  • Organize work and information to ensure accuracy and completeness
  • Deal with clients – in person, via phone or via email – in a professional and courteous manner’

Skills & Qualifications:

  • Excellent admin skills and attention to detail.
  • Excellent technological skills.
  • Prioritize, multitask, work within time constraints and follow-up.
  • The ability to work independently and as a team.
  • Display flexibility and willingness to assist others as required.
  • Demonstrated ability to take initiative.

Education / Previous Experience:

  • Completion of CSC (Canadian Securities Course) or IFC (Investment Funds Course) is an advantage.
  • 2+ years of industry experience, with a well-rounded knowledge of investment services.
  • Excellent computer skills required Microsoft Office programs.
  • Familiarity with CRM systems (Maximizer), portfolio management systems (Ndex) would be an advantage.
  • Experience leading multiple projects with different targets.
  • Demonstrated ability to provide excellent customer service.
  • University / College degree is an advantage.
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