Private Wealth Consultant Jobs

Identifies and escalates all irregularities and discrepancies to management.

Broader work or accountabilities may be assigned as needed.

Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

Knowledge and understanding of banking services.

Knowledge of mutual fund/investment products.

Verbal & written communication skills

Private Wealth Management Associate, Vassalo & Associates – Kitchener, ON

Vassalo & Associates Private Wealth Management

Life License Qualification Program (LLQP) or willing to obtain.

Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.

Engage in business development and external marketing strategies.

Identify new business opportunities with high net-worth individuals.

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

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.

Work proactively with Client Portfolio Managers to implement client based initiatives;

Use your insight a proactive skills to provide timely and accurate investment recommendations;

CIM designation with relevant work experience and/or completed CFA Level 1 preferred

Accuracy and attention to detail is an absolute requirement

Excellent interpersonal, communications and collaboration skills

Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)

Track, manage and report on your activities and sales pipeline through client relationship management systems

Effectively manage expense business development budgets to deliver financial results

Deep understanding of finance and investments

Excellent verbal and communication skills, as well as presentation skills

Obsessing about customers, listening, engaging and act for their benefit.

We build a business that benefits all stakeholders and has a positive social and environmental impact.