Sales Associate Wealth Management Jobs in British Columbia

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.

Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)

Ability to develop sales skills, achieve results and elevate to new roles within the department

Strong oral and written communication skills complimented by strong interpersonal skills

Excellent prioritization and organizational skills;

Drive strong sales by providing the Senior Associate timely, accurate and efficient support

Identify and schedule meetings and events for our sales team including logistical details

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

High level of time management and organization skills

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.

Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

Tap into your superior problem resolution skills to provide proactive client service.

Effectively manage incoming communications from clients, Advisors and other internal and external partners.

Strong skills in working with various business applications/technology

Minimum one year experience in professional office setting, preferably in finance or banking sectors

Strong computer skills and knowledge of MS Word, Excel, Outlook

Benefits including health, dental, and extended healthcare from Day 1!

3 weeks vacation to start

First point of contact - incoming telephone and email contacts from clients, Advisors and other partners

Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports