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Sales Associate Wealth Management Jobs

Wealth Planning Associate Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Supporting Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
Your Skills And Qualifications Will Include
Familiarizing with requirements for all aspects of new and existing account documentation.
Strong written and verbal communication skills with ability to build trust and relationships and to work collaboratively, confidentially and independently.
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1
Life License Qualification Program (LLQP)
Wealth Management Associate Jobs
By ClickJobs.io At Calgary, Alberta, Canada

Primary Locations: Calgary, Alberta Attendance: On-site Employee Status: Temporary Timeframe: 12 months Schedule: Full-time Come live your ambitions as a member of the Wealth Management team at ...

Wealth Management Business Analyst (Ifds)
By Apex Systems At Toronto, Ontario, Canada
Direct experience with IFDS, or IFDS vendor experience
Create and maintain a prioritized backlog of requirements; work with development teams to establish release plans to deliver this new functionality
Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.
Exceptional analytical and conceptual thinking skills
Excellent verbal and written communication skills.
Team player with strong interpersonal skills and ability to take a leadership role when necessary
Administrative Assistant - Wealth Management
By Randstad Canada At Comox, British Columbia, Canada
Minimum one year experience in professional office setting, preferably in finance or banking sectors
Strong computer skills and knowledge of MS Word, Excel, Outlook
Benefits including health, dental, and extended healthcare from Day 1!
3 weeks vacation to start
First point of contact - incoming telephone and email contacts from clients, Advisors and other partners
Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
Test Lead Roles (Banking & Wealth Management)
By Experis At Toronto, Ontario, Canada
One OR more experience listed: IDP data flows testing, Integration Testing, performance testing, security testing or environment management
Understanding of the wealth management systems
Excellent communication and interpersonal skills
Contract Term: 4 months, renewable
Work Location: downtown Toronto, ON / Hybrid
Wealth Management Associate Jobs
By National Bank of Canada At Chicoutimi, Quebec, Canada
Organizational and priority management skills
Ensure compliance and risk management rules are respected
Two years of relevant experience in the banking (back office), insurance, and/or financial industry
Excellent knowledge of the Microsoft Office suite
Ability to offer exceptional customer service
Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable