Senior Associate

2 weeks ago

Calgary Alberta, Calgary region, Canada Robertson & Company Ltd. Full time

The Client

Our client is a multi-family office in Calgary that assists high net worth families with investment plans, wealth transition, tax management, philanthropy, insurance and other services.


What you will achieve in this role

  • Work closely with the Senior Wealth Advisors/Senior Portfolio Managers to deliver wealth management services
  • Respond to client inquiries and provide timely and accurate information
  • Manage and maintain client relationships for the company’s top clients
  • Prepare and coordinate client meetings, including agendas, presentations, meeting materials, and follow-ups
  • Attend client meetings, as requested
  • Proactively manage and maintain client relationships with rising generation clients
  • Supervise Associates in the preparation of quarterly client reports
  • Work closely with the Senior Tax Advisor, Wealth Planning to deliver family office services,
  • Train new Associates, Relationship Management and provide ongoing guidance, direction and mentorship
  • Collaborate with the Investment Management team on various operational projects and take proactive steps to improve operational policies, processes and practices and deliver exceptional service to clients
  • Participate in team meetings and contribute to the development of best practices and process improvements
  • Collaborate with internal teams, including investment, compliance, and operations, to deliver comprehensive wealth management solutions
  • Stay up-to-date on firm and industry administrative and compliance policies and procedures and keep staff informed
  • Establish and maintain Relationship Management policies and procedures manual
  • Maintain up-to-date client records and documentation
  • Utilize CRM tool (Maximizer) to efficiently manage tasks and maintain client documentation
  • Ensure compliance with regulatory requirements and company policies and maintain exemplary client files
  • Perform other duties and projects, as assigned


What you must bring to this role

  • RR licensed and current registration in good standing
  • Minimum of 5 years’ experience in wealth management in a client facing role
  • Enrollment or completion of WME designation
  • Bachelor’s degree in Finance, Business Administration, Economics or a related field of study
  • Strong understanding of financial markets, investment products, advanced wealth management strategies and financial planning
  • Working knowledge of personal, family trust and corporate taxation for financial planning, investment management, and risk management solutions for inter-generational wealth transfer
  • In-depth knowledge of investment industry rules, regulations, policies and procedures
  • Excellent interpersonal and communication skills, with the ability to build and maintain client relationships
  • Detail-oriented with strong analytical and problem-solving skills
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment
  • Demonstrated exceptional customer service skills and exhibits a high level of professionalism
  • Strong organization skills and demonstrated ability to manage multiple tasks and prioritize effectively
  • Proficiency in Microsoft Office Suite (particularly Excel) and financial software applications


Only those who are qualified will be contacted

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