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Wealth Manager Jobs

Accountant, Advanced Self Storage (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
You have strong time management skills, particularly the ability to prioritize a multitude of tasks.
Preparing monthly management reports, downloading of supporting documents from storage software (SiteLink).
Ownership of cash management duties, including cash flow projections, maintaining BAs, setting up transfers, etc.
Credit card management, bank account/signatory management.
Bookkeeping knowledge and experience using accounting software, preferably Yardi.
As an Accountant, Advanced Self Storage Portfolio, your experience and qualifications will include:
Bilingual (Spanish/English) Business Program Manager, Wealth Transformation Programs
By Procom At Toronto, Ontario, Canada
Provide program management leadership and senior executive communication for strategic initiatives
Work closely with in-country Program Leads to ensure successful management and implementation of Strategic programs within IWM
10+ years of experience as a Program Manager
Business Program Manager - Wealth Transformation Programs - Bilingual English/Spanish– Mandatory Skills
Effectively and proactively manage financials
Prepare funding requests & business cases in line with Finance and ePMO guidelines (e.g., yearly SIP)
Wealth Relationship Manager Jobs
By Vancity At British Columbia, Canada
Have or are developing a passion for capital markets, investing and personal finance and broadening your understanding of all solutions.
Two years in an Account Manager role, or equivalent, providing tailored financial advice to a broad range of members
Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
The Role: Wealth Relationship Manager 
Meet with branch team to celebrate results, educate, recognize, and coach.
Meet with and understanding each member’s complete cashflow to determine their unique immediate, secondary, needs.
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.
Private Wealth Consultant Jobs
By Manulife At Vancouver, British Columbia, Canada
Track, manage and report on your activities and sales pipeline through client relationship management systems
Effectively manage expense business development budgets to deliver financial results
Deep understanding of finance and investments
Excellent verbal and communication skills, as well as presentation skills
Obsessing about customers, listening, engaging and act for their benefit.
We build a business that benefits all stakeholders and has a positive social and environmental impact.
Independent Wealth Manager Jobs
By Venley Capital At Toronto, Ontario, Canada
Minimum of 5 years experience in Wealth Management, Private Banking or
Manage and develop client relationships within your portfolio
Prior experience in placing clients/investors into investment opportunities
Technologies, Impossible Foods, Social Finance and Amplitude to name a few
UHNW/HNW Wealth Manager, Private Banker or
Introduce Pre-IPO deal flow to existing and new network/clients base
Manager, Individual Wealth Financial Control
By Sun Life At Waterloo, Ontario, Canada
Strong time management skills and ability to handle multiple ongoing project deliverables
Communicate effectively with management and ensure that issues are raised and addressed in a timely manner
Excellent problem solving, ability to find pragmatic solutions, decision making, analytical capabilities, and organization skills
Previous internal/external regulatory audit, Enterprise Operational Risk Management, or control development, and testing would be an asset
Knowledge of and experience with Sun Life’s internal administration systems including Prism, Ingenium and LA
Business knowledge and experience related to the financial services industry, specifically Sun Life’s individual wealth products and services
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.
Business Development Manager - Wealth - Prairies
By HomeEquity Bank At Greater Calgary Metropolitan Area, Canada
Ongoing development of product knowledge, sales skills and sales/relationship management technique
Applicants with experience in business development, territory management, credit or mortgage brokering experience are preferred
Responsible for delivering established sales targets and active territory management
Responsible for providing sound activity management reports
Significant progressive financial services sales experience
Post-secondary education or equivalent is preferred
Project Manager, Business Transformation (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
Project Management education and/or certifications are an asset.
Able to build trust and consensus through strong negotiation and conflict management skills.
A strong understanding of at least one project management methodology (agile, waterfall, etc.) and working knowledge of others.
Experience with project management / delivery software.
As a Project Manager, Business Transformation, your skills and qualifications will include:
Working with Project Sponsors and/or Program Managers to document and confirm project objectives, benefits, and inter-dependencies.
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 Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
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
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
Business Coordinator, Wealth Operations
By ATB Financial At Calgary, Alberta, Canada
Strong organizational skills; ability to prioritize and manage multiple tasks
Minimum of 2 years of professional experience providing administrative support to a team of leaders
Post secondary education (degree or diploma in Office Administration or Office Professional Certificate is an asset
Excellent communication, interpersonal and organizational skills
At ATB, we know that as you develop in your career, you gain many transferable skills.
You have demonstrated an ability to work with several different teams, effectively managing your time and balancing multiple, sometimes changing, priorities.
Director, Wealth Operations Jobs
By Dean Group At Greater Toronto Area, Canada
Exceptional understanding of the wealth management industry
Minimum 7 plus years of relevant experience
Strong middle office experience supporting advisors and liaising with back office custody teams
Create and oversee the implementation of new processes, platforms and operational controls
Build effective controls to minimize daily business operational risk
Review technology initiatives to improve overall performance of the operations groups through increased rates, productivity and accuracy
Private Wealth Manager Jobs
By Rayon Capital At Toronto, Ontario, Canada
Wealth Manager Roles and Responsibilities
Head - Client Acquisition / Wealth Manager
Key Skills:HNI / Ultra HNI Acquisition
Should have excellent social/ interpersonal skills.
ØManage and track the leads and maintain DSR on regular basis.
Unsecured Trade Finance Products like SBLC, BG, PBG, EMD, POF, LC, SBLC monetisation, etc.
Sql Programmer - Wealth
By Procom At Toronto, Ontario, Canada
Strong SQL experience - 5 years
Applications Programmer – Mandatory Skills
Applications Programmer - Nice to Have Skills
Working on ETL logic, SQL and some other vendor-based tools for reporting
Any reporting tool (Tableau) - 1 year
Data analysis - 1 year

Are you looking for a rewarding career in wealth management? Join our team and help our clients build and manage their wealth! As a Wealth Manager, you will be responsible for providing financial advice and services to our clients. You will be able to use your expertise to help them make informed decisions about their investments and financial goals. With our competitive compensation and benefits package, you will have the opportunity to make a difference in the lives of our clients.

Overview:

A Wealth Manager is a professional who provides financial advice and services to individuals and families. They are responsible for helping clients manage their investments, plan for retirement, and create a financial plan that meets their long-term goals.

Detailed Job Description:

Wealth Managers are responsible for providing comprehensive financial advice and services to clients. They work with clients to develop a financial plan that meets their long-term goals, such as retirement planning, estate planning, and investment management. Wealth Managers also provide advice on tax planning, insurance, and other financial matters. They may also provide advice on investments, such as stocks, bonds, mutual funds, and other securities.

Wealth Manager Job Skills:

• Knowledge of financial planning, investments, and tax planning
• Excellent communication and interpersonal skills
• Ability to analyze financial data and make sound decisions
• Ability to develop and implement financial plans
• Ability to manage multiple clients and projects
• Knowledge of financial markets and products
• Proficiency in financial software and applications

What is Wealth Manager Job Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP or CFA
• Minimum of 5 years of experience in financial planning or wealth management
• Knowledge of financial markets and products
• Ability to develop and implement financial plans

What is Wealth Manager Job Knowledge?

• Knowledge of financial planning, investments, and tax planning
• Knowledge of financial markets and products
• Knowledge of financial software and applications
• Knowledge of estate planning and trust management

What is Wealth Manager Job Experience?

• Minimum of 5 years of experience in financial planning or wealth management
• Experience in developing and implementing financial plans
• Experience in managing multiple clients and projects

What is Wealth Manager Job Responsibilities?

• Develop and implement financial plans for clients
• Manage investments and portfolios
• Analyze financial data and make sound decisions
• Provide advice on tax planning, insurance, and other financial matters
• Monitor financial markets and recommend investments
• Prepare financial reports and statements for clients