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Wealth Strategist Jobs

Market Strategist Jobs
By MarketLab At Canada
Prior experience in the financial services industry (Equity Research, Investment Management, Equity Sales, Economics), ideally 2+ years minimum
Excellent time management skills with the ability to work under tight deadlines
Build, maintain, and communicate an expert level of knowledge on key themes, strategies, and companies in the US equity market
Excellent analytical, written, presentation and interpersonal skills
Position is 100% remote; however, if the candidate is Toronto-based we can facilitate regular in-person working sessions
Think strategically and extrapolate financial and economic events into sound investment logic and insight
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:
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.
Training Strategist Jobs
By TC Energy At Calgary, Alberta, Canada
Strong communication and stakeholders management skills
Proven track record in problem solving, project management, and implementation of learning solutions
Proficient organizational skills to manage multiple projects at once
Depending on qualifications, the successful candidate may be offered a position at a more appropriate level and/or ladder.
Partner and develop in-depth awareness of the needs and goals of the business and translate those needs into training requirements
Coordinate and facilitate ongoing meetings with developers and LMS team to manage and monitor project status
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.
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
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
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
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
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

Director, Wealth Solutions Jobs
By CIBC At Toronto, Ontario, Canada

What You Need To Know

Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus
Private Wealth Operations Manager
By Fidelity Canada At Toronto, Ontario, Canada
Minimum 5+ years of 0perations experience in wealth management industry
Dealer compliance and change management experience is an asset
Completion of a university degree in business administration, finance, economics, computer science or equivalent work experience
Manage internal and external audit requests and collaborate with internal resources to deliver successful results
Work with finance to develop business plans, including providing cost estimates of projects based on goals
Design processes to support regulatory environment & requirements