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Sales Assistant, Wealth Management

3 months ago

Guelph ON, Canada Skyline Group of Companies Full time

Are you looking for a place to showcase your client relationship skills? 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.

Job Description

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.

What we look for:

  • 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. You also have the ability to problem solve effectively and plan independently.
  • Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
  • Personality - you're the individual with a great sense of humour that everyone wants to talk to Not only do you know how to make a positive first impression, you know how to make it last.
  • 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. You know how to analyze each client’s financial status and discuss their financial options with ease.
  • 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. CSC required and CPH preferred.

Why you want to work here:

  • You are the epitome of a people person and much like your humble demeanor, providing excellent customer service is what will make you successful here.
  • 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.
  • You get a thrill from working with a great team of co-workers and truly enjoy collaborating with others.
  • 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. Learn more about our sustainability commitments here.

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