Wealth Strategist Jobs in Manitoba

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

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.

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

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

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

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 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.

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

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

Good to have API Management skills

Good Wealth Mgmt. knowledge, familiar with WM data and Trading life cycle.

Good interpersonal skill with strong personality to handle the pressure coming from business or IT stakeholders.

Worked on Data and mappings. Can write SQL queries for data analysis

Duration: 18 – 24 Months+ (Open ended SoW)

Location: Downtown Toronto, ON (Hybrid Position)