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Wealth Associate

3 months ago

Calgary Alberta DJ, CA Veres Career Consulting Full time

Veres Career is searching for an outstanding, dynamic Wealth Associate for our exclusive client, WealthCo Asset Management, in their Calgary office. Are you an ambitious professional looking to make a meaningful impact in the financial industry? Reporting directly to the Manager of Investment & Advisory Services, you will have the opportunity to develop your career while contributing to the firm’s growth and reputation.

As a registered Wealth Associate, you will represent WealthCo Asset Management, a discretionary investment management firm known for its innovative pension-style investment solutions. With a strong focus on team culture and growth, you will collaborate closely with peers and external professionals through our membership in the Integrated Advisory Professionals Network; delivering exceptional client experiences and fostering long-term relationships.

Our Client has a unique business model: They get referrals from their CPA partner firms to help their clients with every aspect of their financial lives, both business and personal. The Wealth Associate will work with these CPA partners to support, develop, and foster client relationships.

If you have your CIM or CFA level 1 designation and are interested in learning from the best while nurturing existing and new client relations, this could be the job for you. In this role, you would help clients to build plans & strategies they can use to meet their financial goals

What’s Required?
  • University Degree in Business, Economics, Accounting, Finance or related experience
  • 2+ years experience in wealth management
  • CIM or CFA Level 1 designation required
  • Demonstrated ability to maintain long-term client relationships
  • QAFP or CFP considered an asset
  • Ability to be registered as an AAR or AR
What You’ll Be Doing
  • Develop and maintain strong client and partner relationships, ensuring an exceptional client experience for both existing and prospective clients.
  • Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.
  • Engage clients in comprehensive wealth planning discussions, working collaboratively with Planning and Risk teams to ensure thorough and updated Wealth Plans.
  • Maintain detailed notes and documentation for all client-related activities, ensuring operational excellence and accuracy.
  • Conduct regular client strategy sessions, deliver presentations to prospective clients, and ensure timely and positive client outreach throughout the year.
  • Meeting with clients to determine information necessary to develop financial plans.
  • Uphold all compliance and regulatory requirements, ensuring the highest standards of integrity and accountability.
  • Work closely with members of the team and Integrated Advisory Professionals Network to ensure a high level of client care & experience.
What’s In It For You?

You’ll get to work every day with a team of collaborative, sharp, passionate professionals. Plus:

  • Career Growth: After a two-year mentorship term, the opportunity to advance to the Wealth Advisor role based on growth and performance.
  • Innovative Culture: Be part of a firm that promotes a strong brand, story, and capabilities, contributing to our culture and values.
  • Professional Development: Our client believes that doing what people are passionate about daily, makes them more productive, engaged, and successful. They also believe in lifelong learning and supporting their team in doing the same. WealthCo Asset Management covers all registration costs and ongoing education to support your registrations as well as other educational resources & professional development opportunities.
  • Competitive base salary of $60-80K plus profit-sharing, RRSP match and a competitive benefits package.

Are you ready to help our client change the financial services industry? We’re looking for someone to join our client’s team immediately, so contact us for an interview today

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service and Finance

Industries

Financial Services and Investment Banking

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