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Senior Wealth Associate 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
Senior Total Wealth Planner [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Actively share knowledge and experience to enhance the development of all team members
Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.
Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
Excellent inter-personal skills and ability to quickly build relationships and trust.
Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
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 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 ...

Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus
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
Senior Director - Wealth Intelligence
By J.D. Power At London, Ontario, Canada

Bachelor's degree required, advance degree or certifications in analytics, insurance, actuarial, or in a business-related field preferred

5+ years working in a collaborative environment – from research design through communicating results to executives.

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