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Wealth Associate Jobs

Associate, Universal Wealth (Bilingual - French And English)
By BMO At Québec, Quebec, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Director, Wealth Operations Jobs
By Dean Group At Greater Toronto Area, Canada
Exceptional understanding of the wealth management industry
Minimum 7 plus years of relevant experience
Strong middle office experience supporting advisors and liaising with back office custody teams
Create and oversee the implementation of new processes, platforms and operational controls
Build effective controls to minimize daily business operational risk
Review technology initiatives to improve overall performance of the operations groups through increased rates, productivity and accuracy
Sql Programmer - Wealth
By Procom At Toronto, Ontario, Canada
Strong SQL experience - 5 years
Applications Programmer – Mandatory Skills
Applications Programmer - Nice to Have Skills
Working on ETL logic, SQL and some other vendor-based tools for reporting
Any reporting tool (Tableau) - 1 year
Data analysis - 1 year
Financial Associate Wealth Advisor - Partner - Affinity Wealth Management
By Aviso Wealth At Regina, Saskatchewan, Canada
Creates and maintains client files, adhering to compliance requirements.
On-going training, coaching and education
Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
Promotes and markets firm’s investment and insurance services internally and externally.
Opportunity for career progression into a Wealth Advisor role
A pleasant and professional working environment
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

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 Associate (Summer Student)
By Servus Credit Union At Edmonton, Alberta, Canada
Team focused with a willingness to assist others and contribute to corporate and team goals by offering ideas and suggestions
Demonstrate solid ability and knowledge, and apply software and information technology with minimal guidance
Experience in the financial industry (financial planning, banking etc.) is preferred
High School graduate supplemented with post-secondary education in an office careers program.
Provide high quality service through an efficient, accurate and timely completion of assigned tasks
Contribute to and support positive working relationships with internal and external partners
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
Business Analyst - (Wealth Mgmt.) - Hybrid
By Iris Software Inc. At Toronto, Ontario, Canada
Good to have API Management skills
Good Wealth Mgmt. knowledge, familiar with WM data and Trading life cycle.
Good interpersonal skill with strong personality to handle the pressure coming from business or IT stakeholders.
Worked on Data and mappings. Can write SQL queries for data analysis
Duration: 18 – 24 Months+ (Open ended SoW)
Location: Downtown Toronto, ON (Hybrid Position)