Asset And Wealth Management Jobs

7+ years of marketing experience in wealth management

Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry

Knowledge of the asset management regulatory environment and guidelines

University graduate (advanced degree or certification a plus)

Demonstrated experience in developing and implementing digital marketing campaigns

Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work

You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.

You have strong organization and time management skills, and the ability to work independently.

You have the problem-solving skills to go with your maturity, making you adaptable to many situations.

Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.

You have a strong aspiration to build a career in a Wealth Advisory role.

You're a curious, competitive critical thinker who thrives in change and collaborating with others.

Good problem solving, planning, project management, analytical and research skills.

Excellent communication skills to program and standards documents, and deliver training to operations and maintenance staff, administration, management, and CMMS superusers.

Excellent computer skills with computerized maintenance/work order management systems, Geographic Information Systems and database application development.

Knowledge of asset management principles and maintenance management.

Knowledge of project management principles/practices.

Provide support and strategic advice and expertise to the Manager of Corporate Asset Management for successful delivery of projects.

Four years work-experience in treasury, capital markets, finance/accounting or risk management role.

Database management, SQL / VBA hands-on development experience and knowledge of an ALM software (QRM, ZMdesk) would be a definite advantage.

Analyse data, systems and situations to formulate recommendations for the continuous development of the Bank's asset and liability management (ALM) capabilities.

Knowledge of rules and regulations related to liquidity risk management (Basel III).

Assist management with ad hoc initiatives.

University degree with business and finance/IT focus.

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.

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

Experience in building design, contract, construction and project management.

Professional Engineer or Project Management Professional Certification considered an asset

Proven ability to apply quality management principles and processes.

Ability to apply risk assessment and management principles and processes.

Experience managing a wide range of complex projects and stakeholder teams, committees, etc.

Budgeting and project estimating skills.

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

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