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Wealth Manager Jobs in Nova Scotia

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

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