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Associate Wealth Advisor Jobs

Associate Advisor Jobs
By RBC Wealth Management At Toronto, Ontario, Canada
Management that supports your work and progression
Relationship manage a segment of the Investment Advisor’s book.
Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Exceptional written and verbal communication skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Support Wholesale Finance Control teams in month-end and quarter-end financial reporting processes through journal entry booking and disclosure template submissions.
Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Wealth Associate Jobs
By RBC Wealth Management At Edmonton, Alberta, Canada
High level of time management and organization skills
Utilize contact management system for daily task management
Strong Microsoft Office Suite skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English
Knowledge of RBC Dominion Securities’ systems and procedures
Director, Advisor Marketing Wealth & Asset Management Canada
By Manulife At Toronto, Ontario, Canada
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
Insurance Advisor - Life, Health And Wealth
By RBC Insurance At Ottawa, Ontario, Canada
Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
Professional sales experience with an entrepreneurial minsdet
Professional sales experience in the Insurance industry
Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Associate Advisor Jobs
By Sun Life | First & Main Financial Services inc. At Airdrie, Alberta, Canada
Gain knowledge of other carriers for options if declined by Sun Life Financial (our alliance)
Minimum of 2 years customer service experience
Ideally, 2 years sales experience in any industry
Other financial services designations a huge benefit
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
Client Services Associate, Estate Administrator (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
Superior customer service and relationship management skills.
Strong organizational and time-management skills.
As a Client Service Associate, Estates Administrator, your skills and qualifications will include:
Collaborate with Advisory Team to provide expertise and create a seamless client experience.
Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes.
A minimum of 5 years of related experience.
Associate Advisor Jobs
By Lewis Financial Services Inc. At Sylvan Lake, Alberta, Canada
·Strong organizational, time management, communication and priority setting skills in order to meet deadlines
·Proficiency in Word, Excel, CRM systems and other related business or money management tools
·Excellent verbal and written skills
·Experience with NaviPlan/financial planning software an asset
·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses
·Ability to motivate others to make decisions and take action (sales ability)
Wealth Planning & Finance Associate - Internship Program
By UBS At Toronto, Ontario, Canada

Job Reference # 279023BR Job Type Full Time, Temporary / Contract Your role Are you a detail-oriented multitasker? Do you know how to make sure things run smoothly? We’re looking for ...

Wealth Management Associate Program - June 2024
By Scotiabank At Montreal, Quebec, Canada
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.
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 Planning Associate Jobs
By Nicola Wealth At Vancouver, British Columbia, Canada
Supporting Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
Your Skills And Qualifications Will Include
Familiarizing with requirements for all aspects of new and existing account documentation.
Strong written and verbal communication skills with ability to build trust and relationships and to work collaboratively, confidentially and independently.
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1
Life License Qualification Program (LLQP)
Client And Wealth Support Associate
By Humans of HR At Greater Vancouver, British Columbia, Canada

Here are some of the perks

Bilingual Wealth Associate Jobs
By Sun Life At North York, Ontario, Canada
Knowledge / experience within the financial services industry
Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience
Excellent verbal and written communication skills with the ability to build credibility and rapport
Preferred experience within an outbound or blended call centre
Knowledge of wealth savings and retirement products
Comprehensive flexible benefits program including:
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
Private Wealth Associate Jobs
By Fidelity Canada At Toronto, Ontario, Canada
Excellent interpersonal and relationship management skills
Assist with problem resolution that enhances the client experience
Provide assistance to Relationship Manager(s)
Approachable presence on the team, assisting primarily Relationships Managers and others as needed
Tasks are completed according to the outlined processes while proactively communicating with Relationship Managers
Escalates complex scenarios or challenges to the Relationship Managers
Associate, Universal Wealth (Bilingual - French And English)
By BMO At Québec, Quebec, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
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
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