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Wealth Management Advisor Jobs in Ontario

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.
Insurance Advisor - Life, Health And Wealth
By RBC Insurance At Ottawa, Ontario, Canada
Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
Professional sales experience with an entrepreneurial minsdet
Professional sales experience in the Insurance industry
Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal

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