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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
Private Wealth Management Associate - Kitchener On
By IG Wealth Management At Regional Municipality of Waterloo, Ontario, Canada
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.
Jr. Marketing Manager/Wealth
By BeachHead At Toronto, Ontario, Canada
5 years of marketing campaigns experience, project management skills, and stakeholder management
Manage day-to-day requirements to deliver campaigns on time
Time management & deadlines management: keep teams and partners on track to deliver, with the ability to prioritize effectively.
Experience in banking, Financial industry knowledge/experience
3-5 years of solid experience in marketing
3-5 years of hands-on experience in Microsoft Office including PowerPoint, Excel and Word
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 Management Associate Program - June 2024 (Nova Scotia, Newfoundland & Labrador And Ontario) [Scotiabank]
By CareerBeacon At Victoria, British Columbia, 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 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.
Private Wealth Management Associate, Colbourne Group - Calgary, Ab
By IG Wealth Management At Calgary, Alberta, Canada
IG Private Wealth Management - Colbourne Group
Minimum of 5 years of experience in the financial services industry
Life License Qualification Program (LLQP) or willing to obtain
Participate in advanced, ‘High Value’ planning discovery, analysis, and implementation
Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving legacies
Deep-dive into portfolio analysis and build high-performing, tax-efficient, low, fee-transparent investment solutions
Vp Retail Wealth Canada
By Capital Markets Advisors LLC At Canada
High Net Worth and Ultra High Net Worth Clients (not institutional)
Ideal Candidate for this role
100k base with total compensation expected to be at 200-600k plus full medical dental.
Associate, Asset Management Operations (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
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.
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 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)
Health & Wealth Consultant Jobs
By Canada Life At Toronto, Ontario, Canada
Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeing
Provide education and point in time advice on financial planning and other relevant topics
Post-secondary degree or equivalent work experience
Excellent organization, prioritization and planning skills required
Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
Identify opportunities and record engagement with each plan member using internal systems and tools
Private Wealth Management Associate, Elaine Andrew & Associates - Markham, On
By IG Wealth Management At Toronto, Ontario, Canada
Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists
About Elaine Andrew & Associate Private Wealth Management
Minimum 3 years' of industry experience
Life License Qualification Program completion is a plus (or willing to obtain)
Experience in role involving financial planning and using financial planning software
Excellent written and verbal communication skills
Client And Wealth Support Associate
By Humans of HR At Greater Vancouver, British Columbia, Canada

Here are some of the perks

Marketing Coordinator – Wealth Jobs
By BeachHead At Toronto, Ontario, Canada
Project management and ability to manage multiple business priorities at once
Exposure to Financial Wealth Management
Manages various external vendor relationships as required
Superior interpersonal, relationship-building and collaboration skills with peers
Proven problem-solving, negotiation and decision-making skills
Creative evaluation skills to deliver appropriate feedback on marketing materials
Wealth Business Analyst Jobs
By Apex Systems At Toronto, Ontario, Canada
Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders
5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ
Experience working on CFR related regulatory projects as a BA in the Wealth Management domain
Wealth Management BA - Regulatory
6+ years of Business Analyst experience working at enterprise financial corporations
Experience with Agile Development Cycle
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