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Wealth Management Marketing Jobs

Associate, Asset Management Operations (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As an Associate, Asset Management Operations, your experience and qualifications will include:
Strong time management skills, particularly the ability to prioritize a multitude of tasks.
As an Associate, Asset Management Operations, your key accountabilities will involve:
Research for model portfolio structures, asset mix, risk management, liquidity risk and responsible investing (ESG-Environmental, Social, Governance).
Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading.
Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset.
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
Marketing Management Jobs
By Next Level Recruiting Inc At North York, Ontario, Canada
Attend weekly training sessions to enhance your skills in prospecting new customers and sales opportunities.
Excellent communicative skills when reaching out to customers
Create marketing campaigns that will be innovative and align with the target audience to exceed growth demands.
Develop campaigns by conducting market research and generating ideas that will allow us to reach customers from all demographics.
Work closely with our sales teams to ensure that we are optimizing our marketing funnel and formulating new strategies.
Serve as the lead point of contact for all our customers' accounts.
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
Marketing Coordinator – Wealth Jobs
By BeachHead At Toronto, Ontario, Canada
Project management and ability to manage multiple business priorities at once
Exposure to Financial Wealth Management
Manages various external vendor relationships as required
Superior interpersonal, relationship-building and collaboration skills with peers
Proven problem-solving, negotiation and decision-making skills
Creative evaluation skills to deliver appropriate feedback on marketing materials
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.

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
Director, Customer Based Management (Marketing)
By Enercare Inc. At Markham, Ontario, Canada
Proven experience and knowledge of Salesforce Marketing Cloud and the landscape of MarTech
Manage implementation of the CBM strategy
10+ years of Direct-to-Customer experience in both digital marketing, CRM, Lifecycle marketing. Context and experience with 1:1 Marketing Communications also essential.
Ability to lead transformative change bringing stakeholders along via education and personal engagement
Dive into customer data and craft-high impact CBM growth strategies aligned with key points of the funnel.
Identify key customer insights from primary customer-based research in addition to database analytics to ensure effective customer segmentation and campaign approach
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
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