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Wealth Manager Jobs

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

Sales Administration Manager, Life & Wealth
By NFP Canada At Markham, Ontario, Canada
Effective time management and decision-making skills
Manage the contracting process from start to finish for new advisors as well as existing advisors switching to different carriers
Manage the account onboarding process for new acquisitions
Bachelor’s degree (or equivalent) or above, with relevant related experience in life contracting and sales operations
Expert-level communication skills and strong decision-making ability are essential
Exceedingly well-organized, flexible, and strong organizational skills
Private Wealth Operations Manager
By Fidelity Canada At Toronto, Ontario, Canada
Minimum 5+ years of 0perations experience in wealth management industry
Dealer compliance and change management experience is an asset
Completion of a university degree in business administration, finance, economics, computer science or equivalent work experience
Manage internal and external audit requests and collaborate with internal resources to deliver successful results
Work with finance to develop business plans, including providing cost estimates of projects based on goals
Design processes to support regulatory environment & requirements
Manager Analytics, Business Intelligence - Wealth
By BMO At Toronto, Ontario, Canada
Good knowledge of Asset Management and understanding of current market trends. Experience in Mutual Funds, ETF and Institutional distribution process
Produce dashboards, reports, analysis, insights that drive decisions and help us build better products and experiences
Manage, prioritize, and respond to ad-hoc requests
5-7 years of work experience in Business, Financial industry
3+ Proven experience working with SQL language and large datasets
Good verbal and written communication skills; able to effectively present analytics data to business users
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)
Account Manager - Wealth Management- En
By Desjardins At Drummondville, Quebec, Canada
A minimum of 4 years of relevant experience
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of awareness of financial, economic, political and legislative current events
Knowledge of individual markets, business leaders, and the caisse’s external environment
Knowledge of tax, financial and estate issues for individuals and business owners
Knowledge of notions of compliance with legislation respecting the distribution of financial products and services

Are you looking for a rewarding career in wealth management? Join our team and help our clients build and manage their wealth! As a Wealth Manager, you will be responsible for providing financial advice and services to our clients. You will be able to use your expertise to help them make informed decisions about their investments and financial goals. With our competitive compensation and benefits package, you will have the opportunity to make a difference in the lives of our clients.

Overview:

A Wealth Manager is a professional who provides financial advice and services to individuals and families. They are responsible for helping clients manage their investments, plan for retirement, and create a financial plan that meets their long-term goals.

Detailed Job Description:

Wealth Managers are responsible for providing comprehensive financial advice and services to clients. They work with clients to develop a financial plan that meets their long-term goals, such as retirement planning, estate planning, and investment management. Wealth Managers also provide advice on tax planning, insurance, and other financial matters. They may also provide advice on investments, such as stocks, bonds, mutual funds, and other securities.

Wealth Manager Job Skills:

• Knowledge of financial planning, investments, and tax planning
• Excellent communication and interpersonal skills
• Ability to analyze financial data and make sound decisions
• Ability to develop and implement financial plans
• Ability to manage multiple clients and projects
• Knowledge of financial markets and products
• Proficiency in financial software and applications

What is Wealth Manager Job Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP or CFA
• Minimum of 5 years of experience in financial planning or wealth management
• Knowledge of financial markets and products
• Ability to develop and implement financial plans

What is Wealth Manager Job Knowledge?

• Knowledge of financial planning, investments, and tax planning
• Knowledge of financial markets and products
• Knowledge of financial software and applications
• Knowledge of estate planning and trust management

What is Wealth Manager Job Experience?

• Minimum of 5 years of experience in financial planning or wealth management
• Experience in developing and implementing financial plans
• Experience in managing multiple clients and projects

What is Wealth Manager Job Responsibilities?

• Develop and implement financial plans for clients
• Manage investments and portfolios
• Analyze financial data and make sound decisions
• Provide advice on tax planning, insurance, and other financial matters
• Monitor financial markets and recommend investments
• Prepare financial reports and statements for clients