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Wealth Management Associate Jobs

Senior Manager, Wealth Management Taxation [Scotiabank]
By CareerBeacon At Vancouver, British Columbia, Canada
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;
Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and
Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;
Knowledge of U.S. income taxation and related issues;
At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and
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.
Senior Project Manager-Wealth Management
By Prodigy Labs At Toronto, Ontario, Canada
Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)
Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies
Project/Program Management certifications (e.g. PMP and/or PgMP)
Effectively manage IT project deliverables on a large Reporting Wealth Program
Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making
Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution
Manager, Business Compliance Monitoring & Testing, Canada Wealth Management
By BMO At Toronto, Ontario, Canada
3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.
Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.
Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.
Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.
Prepare reports and related test results dashboard for various stakeholders including management.
Excellent data analysis skills, organizational, analytical and communication skills.
Senior Manager, Wealth Management Risk
By BMO At Toronto, Ontario, Canada
Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
In-depth / expert knowledge of Wealth Management regulatory requirements.
In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit
In-depth / expert knowledge of the Wealth Management business / product portfolio.
Leads/participates in the design, implementation and management of core business/group processes.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Product Owner/ Wealth Management
By BeachHead At Toronto, Ontario, Canada
Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution
Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer
Makes recommendations to Sr. management based upon in-depth understanding of the business group
Minimum 8-10 years of experience in a senior role with similar experience and responsibilities
Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills
University education in Finance, Economics or Commerce specializing in Finance or Wealth
Business Analyst (Wealth Management)
By Recruit Action inc. At Montreal, Quebec, Canada
Experience working in a business analysis role in Capital Markets or Wealth Management.
Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank
Quick learner and solutions oriented, ability to escalate issues to management.
Hourly salary of $65 to $85 (based on experience).
A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule
Experience mapping business process flows is required.
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.
Change Management Specialist (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As a Change Management Specialist, your experience and qualifications will include:
A minimum of 3 years’ Change Management experience or technical training/learning & development experience.
Exceptional interpersonal, influencing and conflict management skills.
As a Change Management Specialist, your key accountabilities will involve:
Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.
A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.
2023 Wealth Management, Ipag Co-Op Student (8 Months)
By RBC Wealth Management At Toronto, Ontario, Canada
Support the portfolio specialists and analysts with market and fund data requests from RBC GAM wholesalers and Investment Counsellors
Source articles and craft messaging for weekly charts to support our sales partners
Assist in the production of our Daily Market Update communication using internal web tools
Maintain monthly fixed income reports and other regular reporting as required
Assist with providing product and market-related material and charts and information to marketing and communication as needed
Assist with coordinating conference calls and team meetings as required
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
Wealth Management Ba - Regulatory
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
Business Consultant - Wealth Management
By Apex Systems At Toronto, Ontario, Canada
Domain knowledge of the financial industry - specifically Wealth Management
Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management
Business Consultant - Wealth Management
Experience working on IT projects
Experience with the SDLC cycle and project delivery in Agile Methodology
Strong experience in PPT, and delivering project updates
Wealth Management / Financial Investment Sales Administrator – Toronto, Ontario
By Equiton Inc At Greater Toronto Area, Canada
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
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 Management Consultant Jobs
By 1st Choice Savings and Credit Union Ltd. At Lethbridge, Alberta, Canada
Minimum 5 years’ wealth management experience
Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.
Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.
Working with members to create strategies
Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.
Conduct regular reviews of member investment plans and identify additional opportunities.
Adminstrative Assistant - Wealth Management
By Arima Consulting At Montreal, Quebec, Canada
Organizational and priority management skills
Support the Portfolio Manager in providing superior customer service, including responding to clients’ inquiries by phone and email.
Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
Manage the advisors’ agenda, book appointments and prepare documentation for client meetings.
Two years of relevant experience in the banking, insurance and/or financial industry
Strong communication skills with the ability to build relationships and work collaboratively, confidentially and independently

Are you looking for an exciting opportunity to join a fast-growing wealth management firm? We are looking for a Wealth Management Associate to join our team and help us provide our clients with the best possible service. As a Wealth Management Associate, you will be responsible for providing financial advice and guidance to our clients, managing their investments, and helping them reach their financial goals. If you are an experienced financial professional with a passion for helping others, this is the perfect job for you!

Overview Wealth Management Associates are responsible for providing financial advice and services to clients. They work with clients to develop and implement financial plans that meet their individual needs. They also provide advice on investments, retirement planning, estate planning, and tax planning. Detailed Job Description Wealth Management Associates are responsible for providing comprehensive financial advice and services to clients. They work with clients to develop and implement financial plans that meet their individual needs. They provide advice on investments, retirement planning, estate planning, and tax planning. They also provide advice on insurance, banking, and other financial services. They monitor clients’ investments and provide updates on market conditions. They also review clients’ financial plans and make recommendations for changes. Job Skills Required
• Knowledge of financial planning, investments, and insurance
• Excellent communication and interpersonal skills
• Ability to analyze financial data and make recommendations
• Knowledge of banking and other financial services
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office and other financial software
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant certifications such as CFP, CFA, or CPA
• Minimum of 5 years of experience in financial services
• Knowledge of financial regulations and compliance
Job Knowledge
• Knowledge of financial planning, investments, and insurance
• Knowledge of banking and other financial services
• Knowledge of financial regulations and compliance
• Knowledge of tax laws and regulations
Job Experience
• Minimum of 5 years of experience in financial services
• Experience in developing and implementing financial plans
• Experience in providing advice on investments, retirement planning, estate planning, and tax planning
Job Responsibilities
• Develop and implement financial plans for clients
• Provide advice on investments, retirement planning, estate planning, and tax planning
• Monitor clients’ investments and provide updates on market conditions
• Review clients’ financial plans and make recommendations for changes
• Provide advice on banking and other financial services
• Ensure compliance with financial regulations and laws