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Wealth Management Assistant Jobs

Wealth Management Consultant Jobs
By 1st Choice Savings and Credit Union Ltd. At Lethbridge, Alberta, Canada
Minimum 5 years’ wealth management experience
Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.
Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.
Working with members to create strategies
Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.
Conduct regular reviews of member investment plans and identify additional opportunities.
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 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
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 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.

Client Service Assistant - Bmo Private Wealth
By BMO At Vancouver, British Columbia, Canada
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Verbal & written communication skills - Good.
Collaboration & team skills - Good.
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
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
Management Assistant Jobs
By Travisa Comms At Vancouver, British Columbia, Canada
Management Assistant skills and qualifications:
Strong project management and organizational skills
Exceptional time management abilities, including managing multiple calendars
Assist with research and writing reports, or independently writing reports on behalf of upper-level management
Manage all administrative staff members, including onboarding and training new team members
Good administrative skills, including filing and document organization
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
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

Are you looking for an exciting opportunity to join a dynamic wealth management team? We are looking for a Wealth Management Assistant to join our team and help us provide exceptional service to our clients. You will be responsible for providing administrative and operational support to the team, as well as helping to ensure that our clients’ financial goals are met. If you are looking for a challenging and rewarding career in wealth management, this is the job for you!

Overview:

Wealth Management Assistants provide support to financial advisors and other professionals in the wealth management industry. They are responsible for managing client portfolios, researching investments, and providing administrative support. They must be organized and detail-oriented, with excellent communication and customer service skills.

How To Become an Wealth Management Assistant:

To become a Wealth Management Assistant, you will need to have a high school diploma or equivalent. You may also need to have some experience in the financial services industry. You may also need to complete additional training or certification courses in order to become a Wealth Management Assistant.

Wealth Management Assistant Skills:

• Knowledge of financial services and investments
• Excellent customer service skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks
• Excellent communication and interpersonal skills

What is Wealth Management Assistant Knowledge?

• Knowledge of financial services and investments
• Understanding of financial regulations and compliance
• Knowledge of portfolio management and asset allocation
• Understanding of financial markets and trends
• Knowledge of financial planning and retirement planning
• Knowledge of tax laws and regulations

What is Wealth Management Assistant Responsibilities?

• Manage client portfolios and investments
• Research and analyze investments
• Prepare reports and presentations
• Monitor financial markets and trends
• Provide administrative support to financial advisors
• Respond to client inquiries and requests
• Maintain client records and databases

What is Wealth Management Assistant Experience?

• Previous experience in the financial services industry
• Experience with portfolio management and asset allocation
• Experience with financial planning and retirement planning
• Experience with tax laws and regulations
• Experience with customer service and client relations

What is Wealth Management Assistant Qualifications?

• High school diploma or equivalent
• Additional training or certification courses in financial services
• Knowledge of financial services and investments
• Understanding of financial regulations and compliance
• Proficiency in Microsoft Office Suite

Wealth Management Assistant Education:

• High school diploma or equivalent
• Bachelor’s degree in finance, economics, or a related field
• Additional training or certification courses in financial services

Tools to Help Wealth Management Assistant Work Better:

• Financial planning software
• Investment tracking software
• Customer relationship management (CRM) software
• Portfolio management software
• Tax preparation software

Good Tips to Help Wealth Management Assistant Do More Effectively:

• Stay organized and keep accurate records
• Develop strong relationships with clients
• Stay up to date on financial markets and trends
• Utilize financial planning software to streamline processes
• Utilize customer relationship management (CRM) software to track client interactions

Common Wealth Management Assistant Interview Questions:

• What experience do you have in the financial services industry?
• How familiar are you with financial regulations and compliance?
• What do you know about portfolio management and asset allocation?
• How would you handle a difficult client situation?
• What do you think are the most important qualities of a Wealth Management Assistant?