Register
Recruit Create CV

Wealth Management Advisor Jobs

Adminstrative Assistant - Wealth Management
By Arima Consulting At Montreal, Quebec, Canada
Organizational and priority management skills
Support the Portfolio Manager in providing superior customer service, including responding to clients’ inquiries by phone and email.
Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
Manage the advisors’ agenda, book appointments and prepare documentation for client meetings.
Two years of relevant experience in the banking, insurance and/or financial industry
Strong communication skills with the ability to build relationships and work collaboratively, confidentially and independently
Wealth Advisor Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Demonstrated technical proficiency in financial planning, asset management and insurance
Your key experiences and qualifications will include:
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
Ensure all client information and regulatory requirements are up to date and current
Proactively enhancing your expertise through attending seminars, continued education and proactive personal development
Chartered Investment Manager (CIM) or completion of CFA Level 1
Wealth Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
Wealth Management Administrator Jobs
By Staffing In Motion At Greater Toronto Area, Canada
To provide administrative support to the wealth management and financial planning divisions
To manage the flow of outgoing and incoming investment applications and forms needed in the administration of new and existing clients
Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents
To provide superior client service support
Assist with client review reports and new client orientation processes
To respond to client inquiries about accounts and provide them with prompt, courteous administrative support
Private Wealth Management Associate, Elaine Andrew & Associates - Markham, On
By IG Wealth Management At Toronto, Ontario, Canada
Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists
About Elaine Andrew & Associate Private Wealth Management
Minimum 3 years' of industry experience
Life License Qualification Program completion is a plus (or willing to obtain)
Experience in role involving financial planning and using financial planning software
Excellent written and verbal communication skills
2023 Wealth Management, Winter Analyst (8 Month)
By RBC Wealth Management At Toronto, Ontario, Canada
Streamline current processes and procedures to enhance general product support and management functions
Support product initiatives by preparing ad-hoc reports and assisting in related projects
Monitor team mailbox, respond to inquiries and report user statistics
Compile data for monthly reports and other regular reporting as required
Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers
Administrative Assistant - Wealth Management
By RBC Wealth Management At Victoria, British Columbia, Canada
High level of time management and organization skills
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Tap into your superior problem resolution skills to provide proactive client service.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Strong skills in working with various business applications/technology
Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
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
Manager, Wealth Management - Partner - Gulf & Fraser Financial Group
By Aviso Wealth At Burnaby, British Columbia, Canada
Minimum 5 years’ progressive experience in the securities and banking industry including success in a wealth management advice and sales role
Partners with Branch Managers to increase Wealth Management penetration amongst Gulf & Fraser’s membership.
Leads and/or participates in Gulf & Fraser sponsored educational seminars and information sessions.
MFDA and IIROC compliance experience is an asset
Completion of Branch Compliance Manager Program, Canadian Securities Course and Conduct and Practices would all be assets
Demonstrated experience managing a sales team
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 Management / Financial Investment Sales Administrator - Toronto, Ontario
By ClickJobs.io At Toronto, Ontario, Canada
Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience:
Ad hoc tasks and special projects as assigned Required Skills and Abilities:
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Wealth Management Advisor Jobs
By World Financial Group (WFG) At Surrey, British Columbia, Canada

Vibrant & coachable individuals that’s looking for more income stability, growth and personal development in making more active and passive income.

Senior Consultant, Wealth Management Software Implementation
By State Street At Toronto, Ontario, Canada
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.
Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
What We Are Looking For
Why this job is important to us
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
Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus
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
Wealth Management And Insurance Planning Specialist - Prairies
By HUB International Canada At Calgary, Alberta, Canada
Advanced financial planning knowledge and experience
Wealth Management and Insurance Planning Specialist – Prairies Region
We are a results-driven organization that acknowledges everyone’s contributions
Proactively manage relationships with existing clients
Continue to advance product knowledge
Previous insurance and investment industry experience
Global Wealth And Asset Management, Risk Manager
By Manulife At Toronto, Ontario, Canada
A seasoned risk professional with 4 - 5 years of risk management, operations, finance and/or audit experience
Support/ deliver to facilitate the effective implementation of an operational risk framework across the Global Wealth and Asset Management segment
Strong collaboration and teamwork skills with the ability to build effective working relationships to drive results
Ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines
Strong analytical and creative problem-solving skills and the ability to collaborate with others to implement new solutions
Excellent verbal and written communication skills, including ability to articulate complex technical issues

Are you looking for an exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed