Sales Associate

2 weeks ago

Guelph ON, Canada Skyline Group of Companies Full time

We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions.
Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This full-time position will be located at our Head Office in  Guelph, ON.

 
The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquires from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain investor engagement and where applicable, support the Relationship Manager in identifying new business with existing investors, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities. 
Passion - for investment management, finance and economics.
Knowledge - of exempt market investments and holistic financial planning.
Experience - at least 2 years related investment management experience servicing high-net worth clients and offering financial advice. Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
Communication - you can build and solidify investor relationships through regular and consistent communication via email, phone calls or in-person meetings. 
Engagement - you love the process of qualifying investors and taking them through the entire sales process from education and information to advice on investing. Diligence - you understand that being thorough is crucial and strong attention to detail is a must when tracking sales activities in Client Relationship Management (CRM) tools, like Salesforce.
Education - a University Degree in Business, Economics, Accounting, or Finance is preferred, and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. You want to thrive in an atmosphere built on strong relationships, hard work and quality service.
You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
Sharing your love of exempt market products with others is what gets you out of bed in the morning.
Working for a growing company that supports environmental stewardship and social responsibilities is a must for you. The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of its properties.
We offer our employees competitive pay, benefits, paid volunteer day, group RSP, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.
Come be a part of Skyline – Building Careers and Communities

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