Register
Recruit Create CV

Wealth Management Advisor Jobs

Rbc Wealth Management Generalist Program : 2023
By RBC At Toronto, Ontario, Canada
To apply online, search for Requisition ID R-0000049736 in search by Keyword and apply to RBC Wealth Management Generalist Program 2023
RBC Wealth Management Generalist Program
Explore the challenges of working on complex business issues requiring strategic thinking, creativity, and strong analytical skills
You have 2+ years of professional and continuous work experience
Superior communication, adaptability, analytical skills and innovation competencies
A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation.
Senior Advisor - Business Architecture - Wealth Management And Distribution- En
By Desjardins At Montreal, Quebec, Canada
A minimum of 8 years of relevant experience
For vacant positions available in Quebec, please note that knowledge of French is required
Number of jobs available : 1
Bachelor's degree in a related field
Application Support Analyst, Cm/Wealth Mgmt – Incident Management/Sql
By Procom At Toronto, Ontario, Canada
2+ years experience in high priority incident management
2+ years experience doing incident management with system diagnosis tools e.g., Dynatrace, Splunk (impact, root cause analysis)
Experience within Wealth Management / Capital Markets an asset
Application Support Analyst, CM/Wealth Mgmt – Incident Management/SQL – Mandatory Skills
Application Support Analyst, CM/Wealth Mgmt – Incident Management/SQL – Nice to Have Skills
Be curious as the skill set and product knowledge will be ever evolving
Marketing Manager - Sustainable Wealth Management
By Vancity At Vancouver, British Columbia, Canada
Marketing Manager- Sustainable Wealth Management
Leveraging your business acumen and marketing knowledge to translate business objectives into marketing solutions.
Project manage marketing activities and prioritize initiatives that support the strategic plans
Working both independently and with the team, relying on strong influencing skills to achieve results.
10 years of professional experience in Marketing.
Proven experience leading engaged marketing teams.
Senior Analyst In Wealth Management
By National Bank of Canada At Montreal, Quebec, Canada
Sound knowledge of the investment and wealth management industry
Are you interested in accounting and wealth management?
IT skills and experience with QuickBooks, an asset
Maintain up-to-date knowledge of client accounts and give advisors suggestions on ways to improve service and add value
Completed college and/or university diploma in accounting and a minimum of 4 years of relevant experience
Customer service/advisory experience with HNW clients
Investment Advisor Wealth Management
By RBC At Burnaby, British Columbia, Canada
Leverage your investment strategy to create customized wealth management and investment services for your clients
Management focused on helping you grow
Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
You have excellent communications skills
Wealth Management Marketing Jobs
By Morgan Stanley At Toronto, Ontario, Canada
6+ years of marketing experience, preferably with at least 3 years in investment management, retail brokerage, retirement, and/or insurance category
Execute tailored marketing strategies based on evolving insights on the target segment, product offering, prior campaign results and the competitive landscape.
Solid understanding of the investment industry and experience promoting investment solutions
Proven cross-functional leadership experience with results driven both directly and through partners
Exceptional written, verbal communication and presentation skills
Experience in developing marketing campaigns to drive engagement
Wealth Advisor Jobs
By Nicola Wealth At Vancouver, British Columbia, 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 Management Associate Jobs
By National Bank of Canada At Mont-St-Hilaire, 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
Asset And Wealth Management
By Avanciers At Canada
Incident management tool ( Service now, etc.. )
Strong knowledge of Oracle PL/SQL Programming ( Packages, procedures, functions, Triggers, Ref cursors, Analytical functions, etc.. )
Knowledge of creating and maintaining tables, views, Partitioning, Indexes. in a large database environment
Performance Tuning experience (Indexing, Ability to interpret explain plan and other performance improvement approaches )
Ability to understand the requirement and design efficient DB solution to meet the business need.
We also host data in Microsoft SQL Server, so having knowledge is a plus.
Wealth Management Associate Jobs
By National Bank of Canada At Montreal, 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
Wealth Management Associate Jobs
By National Bank of Canada At Sherbrooke, 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
Programmer - Asset And Wealth Management
By Spruce InfoTech, Inc At Canada
Incident management tool ( Service now, etc.. )
Strong knowledge of Oracle PL/SQL Programming ( Packages, procedures, functions, Triggers, Ref cursors, Analytical functions, etc.. )
Knowledge of creating and maintaining tables, views, Partitioning, Indexes. in a large database environment
Performance Tuning experience (Indexing, Ability to interpret explain plan and other performance improvement approaches )
Ability to understand the requirement and design efficient DB solution to meet the business need.
We also host data in Microsoft SQL Server, so having knowledge is a plus.
Wealth Management Associate Jobs
By National Bank of Canada At Québec, 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
Wealth Management Advisor Jobs
By IG Wealth Management At Vancouver, British Columbia, Canada
About IG Wealth Management - The Naidoo Group
· High level of attention to detail required along with strong organizational skills.
Salary: TBD – Based on experience and potential to develop new business
Our goal is to be Canada’s financial partner of choice.
This position is located in Downtown Vancouver, British Columbia, Canada.
opportunity to expand and grow
Investment Transfers Admin (Back Office - Wealth Management)
By Aston Carter At Toronto, Ontario, Canada
Nice to Have Experience/Knowledge (Not Mandatory, but a Plus):
Manage different transfer initiation mailboxes and initiate transfers received in a timely manner to meet our SLA of 24 hours.
Enhance the client experience by effectively exceeding expectations and seek ongoing improvements to the implementation process.
Complete other responsibilities, as assigned.
1+ years of experience within financial services (Back Office)
1+ years of experience with transfers (banking, investments, financial, etc.)
Business Analyst / Wealth Management
By Astek At Greater Toronto Area, Canada
Some knowledge of business process management techniques and principles
Assess and ensure that customer and employee experience / stakeholder impacts are appropriately managed
Contribute to the application of change management best practices (e.g. stakeholder analysis, gap analysis, change planning, etc.)
Exposure to Wealth management domain in banking
Provide recommendations and direction based on the end-to-end customer experience when making decisions
Engage appropriate stakeholders to identify and manage the required outcomes of projects for the business
Wealth Management Associate Jobs
By National Bank of Canada At St-Georges, 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
Associate Advisor, Wealth Advisory Services
By BDO Canada At Toronto, Ontario, Canada
You have 2-3 years of accounting, complex financial planning, wealth management and/or investment experience
You have experience using FP Solutions software and Vision Systems; experience with TaxPrep software is also considered an asset
You ideally have some prior experience in the wealth/financial industry with experience managing the financial needs of high net worth clients
You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
Develop and strengthen client relationships focusing on clients with invest-able assets up to 2 million and above
Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives
Business Analyst With Wealth Management
By Nityo Infotech At Mississauga, Ontario, Canada
Have 5 + years of relevant experience in Wealth Management withinvestments domain.
Knowledge of Asset Management in the areas of Equity, Fixed Income, HedgeFunds/Private Equity, Model/Portfolio/Account Management/Allocations, and Rebalancing/Optimization.
Ability to create/manage JIRA’s(Epic, Sprint, User Stories, workflows, Dashboards, etc..)
Ability to draw use case diagrams, data flow diagrams, etc.

Are you looking for an exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed