Register
Recruit Create CV

Associate Wealth Strategist Jobs

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
Wealth Consultant Jobs
By B. Riley Farber At Toronto, Ontario, Canada
7+ years relevant experience (client acquisition and management experience in financial services)
Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients
Excellent interpersonal, verbal and written communication skills. Second languages are of interest.
Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.
Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.
Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
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.
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.
Associate Social Strategist Jobs
By Thinkingbox At Toronto, Ontario, Canada
Educational background in communications, journalism, marketing, or a related field with specific knowledge of the industry
Manage the scheduling of social media posts
Minimum of 1 year of experience in social media marketing
Strong ability to manage multiple projects, multitask, and stay organized
Collaborate in the development and execution of a comprehensive social media strategy to accomplish client’s marketing goals
Support in the research and data collection efforts to provide valuable insights for strategy development
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:
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.
Wealth Planning Associate Jobs
By Nicola Wealth At Toronto, Ontario, 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)
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 Associate (Summer Student)
By Servus Credit Union At Edmonton, Alberta, Canada
Team focused with a willingness to assist others and contribute to corporate and team goals by offering ideas and suggestions
Demonstrate solid ability and knowledge, and apply software and information technology with minimal guidance
Experience in the financial industry (financial planning, banking etc.) is preferred
High School graduate supplemented with post-secondary education in an office careers program.
Provide high quality service through an efficient, accurate and timely completion of assigned tasks
Contribute to and support positive working relationships with internal and external partners
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