Business Partner, Private Wealth

4 weeks ago

Mississauga, Canada Investment Planning Counsel Full time
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Private Wealth team is currently growing We’re seeking a Business Partner, Private Wealth – someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with High-Net-Worth Clients.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS

At Investment Planning Counsel, we’ve designed every aspect of the Business Partner, Private Wealth role with you in mind.

What is the role of the Business Partner, Private Wealth

  • Build and maintain relationships with our High-Net-Worth Clients
  • Manage and maintain client annual review schedule keeping stakeholders informed
  • Effectively manage marketing efforts for Private Wealth Sales including with Advisor recognition and rewards
  • Prepare proposals and accompanying investment policy statements
  • Keep internal stakeholders informed of the progress of client’s business and program details
  • Facilitate on-site events including Accreditation and Due Diligence new Advisors
  • Identify and proposed improvements to the Private Wealth program utilizing a continuous improvement approach
  • Managing internal department sales, pipeline reporting and expense filings

What traits and competencies should a Business Partner, Private Wealth possess?

  • Relationship-building skills with a commitment to establishing long-term relationships
  • Ability to acknowledge and own inquiries through to resolution
  • Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
  • Process-driven with ability to use strong organizational skills
  • Ability to prioritize and multi-task effectively to deal with tight deadlines and competing priorities in a fast-paced environment
  • Ability to think critically and use sound judgment

What are the preferred qualifications for a Business Partner, Private Wealth

  • 5+ years financial services experience specifically investment management and/or retail advisor experience with offering managed money
  • Bachelor’s degree, preferably with a specialization in business or marketing ro a related field
  • Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation is an asset
  • Proven creative problem-solving approach and strong analytical skills
  • Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
  • Proficiency in Office 365

What is # lifeatIPC?

  • Awesome support in providing industry-leading training to help you succeed in your role
  • Awesome community involvement opportunities through IPC Cares
  • Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
  • Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
  • Awesome Leadership teams that know your name
  • Awesome hybrid working environment

If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply

If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence.

____________________________________

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.

Votre formation, vos aptitudes et votre expérience vous permettent déjà de connaître le succès dans le secteur de la gestion de patrimoine. Mais avez-vous trouvé l’entreprise idéale, celle qui vous encourage à maintenir une vie équilibrée tout en visant plus haut professionnellement?

Notre équipe de Patrimoine privé prend de l’expansion Nous sommes à la recherche d’un ou d’une partenaire d’affaires, Patrimoine privé — une personne axée sur les solutions, qui connaît bien le secteur de l’investissement et est motivée à cultiver et à gérer les relations avec la clientèle à valeur élevée.

NOTRE ÉQUIPE DE GAGNANTS VOUS ATTEND

À Investment Planning Counsel, chaque aspect du poste de partenaire d’affaires, Patrimoine privé a été pensé en fonction de vous.

Quelles sont les fonctions du ou de la partenaire d’affaires, Patrimoine privé

  • Établir et maintenir des relations avec notre clientèle à valeur nette élevée
  • Gérer et maintenir le calendrier des examens annuels des clients en tenant les parties prenantes informées
  • Gérer efficacement les efforts de marketing pour les ventes de Patrimoine privé, y compris la reconnaissance et les récompenses des conseillers et conseillères
  • Préparer les propositions et les déclarations de politique d’investissement qui les accompagnent
  • Tenir les parties prenantes informées de l’évolution des affaires et des détails du programme de la clientèle
  • Faciliter les événements sur place, y compris l’accréditation et le contrôle préalable des nouveaux conseillers et conseillères
  • Identifier et proposer des améliorations au programme de Patrimoine privé en utilisant une approche d’amélioration continue
  • Gérer les ventes des services internes, les rapports sur les pipelines et les déclarations de dépenses

Quels sont les traits de personnalité et compétences recherchés pour un ou une partenaire d’affaires, Patrimoine privé?

  • Facilité à forger des liens et volonté d’entretenir des relations à long terme
  • Capacité à reconnaître et à prendre en charge les demandes jusqu’à leur résolution
  • Compétences exceptionnelles en communication orale et écrite et capacité à communiquer efficacement avec différents publics à tous les niveaux de l’entreprise
  • Axé sur les processus et grand sens de l’organisation
  • Capacité à établir des priorités et à effectuer plusieurs tâches à la fois afin de respecter des délais serrés et des priorités concurrentes dans un environnement en constante évolution
  • Capacité de penser de manière critique et de faire preuve de discernement

Quelles sont les qualifications souhaitables pour le poste de partenaires d’affaires, Patrimoine privé

  • Plus de 5 ans d’expérience dans les services financiers, en particulier dans la gestion des investissements et/ou dans le conseil au détail avec l’offre de fonds gérés
  • Baccalauréat, de préférence avec une spécialisation en affaires, en marketing ou dans un domaine connexe
  • Le titre d’analyste financier agréé (CFA), de gestionnaire de placements agréé (CIM) ou de planificateur financier agréé (CFP) est un atout.
  • Approche créative et éprouvée de la résolution de problèmes et solides compétences analytiques
  • La maîtrise de Morningstar Direct, Salesforce ou d’un autre logiciel de gestion de la relation client est un atout.
  • Maîtrise d’Office 365.

Ce qui vous attend à IPC (# lifeatIPC)

  • Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
  • Des belles occasions de contribuer au bien-être de votre collectivité grâce à IPC Cares
  • De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d’achat d’actions, des rabais d’entreprise, des événements sociaux, un horaire de travail estival et de la convivialité
  • De fabuleux programmes pour souligner votre réussite
  • Des équipes de direction accessibles, qui prendront le temps de bien vous connaître

Si vous connaissez une personne à qui ce rôle conviendrait, faites-lui parvenir cet avis de poste à pourvoir et encouragez-la à postuler

Si vous poursuivez le processus de sélection, veuillez nous aviser de toute adaptation particulière dont vous pourriez avoir besoin. Tous les renseignements que vous nous fournirez demeureront absolument confidentiels.

#J-18808-Ljbffr

  • Wealth Advisor

    3 weeks ago

    Mississauga, Canada TD Bank Full time

    399166BR Wealth Management Mississauga, ON February 9, 2023 Company Overview Department Overview TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client...

  • Wealth Advisor

    4 weeks ago

    Mississauga, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary...

  • Private Wealth Associate

    4 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. As part of the IGM family of companies, we are proud to be recognized as...

  • Private Wealth Account Manager

    2 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. As part of the IGM family of companies, we are proud to be recognized as one of Canada’s Top 100...

  • Private Wealth Account Manager

    3 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. As part of the IGM family of companies, we are proud to be recognized as one of Canada’s Top 100...

  • Private Banker 2

    4 weeks ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 168227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose** The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and...

  • Client Experience Specialist, Private Wealth

    4 weeks ago

    Mississauga, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. Our Private Wealth Business Development team is seeking a Client Experience Specialist – someone...

  • Portfolio Administrator, Private Investment Counsel

    4 weeks ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 176181 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related...

  • Human Resources Business Partner

    6 days ago

    Mississauga, Canada Skyservice Business Aviation Full time

    **SKYSERVICE BUSINESS AVIATION** Skyservice is a North American leader in business aviation. Built on the key principles of safety and service excellence, we provide a full service experience from Aircraft Management, Aircraft Charter, Maintenance and Aircraft sales from our Fixed Base Operations that span Canada and the western United States. People and...

  • Pic Private Client Service Associate

    2 months ago

    Mississauga, Canada TD Bank Full time

    **Work Location**: Mississauga, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **The Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth...

  • Pic Private Client Service Associate

    22 hours ago

    Mississauga, Canada TD Bank Full time

    **Work Location**: Mississauga, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **The Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth...

  • Specialist, Business Consulting

    4 days ago

    Mississauga, Ontario, Canada Mindtree Ltd. Full time

    Press Tab to Move to Skip to Content Link Specialist - Business Analysis Mandatory Cert: IIBA - Agile Analysis Certification Tech Business Analyst: Citi Private Bank application team is responsible for designing, building, and enhancing applications used to support Citi Private Bank and Wealth Management business. This role is for a Business Analyst...

  • Scotia Wealth Management Receptionist

    2 weeks ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 182842 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Pic Private Client Service Associate

    5 days ago

    Mississauga, Ontario, Canada TD Bank Full time

    Work Location:Mississauga, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:Department Overview:The Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on...

  • Human Resource Business Partner

    7 days ago

    Mississauga, Canada BoomerangFX Full time

    **Why Us?** BoomerangFX was recently recognized by the Deloitte Fast 500 program as the 5th fastest growing technology company in Canada and the 50th fastest growing company in North America. We specialize in offering healthcare SaaS solutions offering integrated clinic practice management software, digital marketing and e-learning solutions to the private...

  • vice-president - financial, communications and other business services

    1 month ago

    Mississauga, Canada WEALTH BUILDERS INTERNATIONAL Full time

    vice-president - financial, communications and other business services Verified Posted on April 18, 2024 by Employer details WEALTH BUILDERS INTERNATIONAL Job details Salary 85.50 hourly / 35 hours per week Terms of employment Permanent employment Full time Start date

  • Specialist - Business Analysis

    3 weeks ago

    Mississauga, Canada Larsen & Toubro Infotech Ltd Full time

    Specialist - Business Analysis Job Req Id: 1298594 Mandatory Cert: IIBA - Agile Analysis CertificationTech Business Analyst:Job Background/context:Citi Private Bank application team is responsible for designing, building, and enhancing applications used to support Citi Private Bank and Wealth Management business. This role is for a Business Analyst...

  • Specialist - Business Analysis

    5 days ago

    Mississauga, Ontario, Canada Larsen & Toubro Infotech Ltd Full time

    Specialist - Business Analysis Job Req Id: Mandatory Cert: IIBA - Agile Analysis CertificationTech Business Analyst:Job Background/context:Citi Private Bank application team is responsible for designing, building, and enhancing applications used to support Citi Private Bank and Wealth Management business. This role is for a Business Analyst responsible for...

  • Specialist - Business Analysis

    3 weeks ago

    Mississauga, Canada LTIMindtree Full time

    Mandatory Cert: IIBA - Agile Analysis CertificationTech Business Analyst:Job Background/context:Citi Private Bank application team is responsible for designing, building, and enhancing applications used to support Citi Private Bank and Wealth Management business. This role is for a Business Analyst responsible for evaluation of potential solutions - always...

  • Specialist - Business Analysis

    3 weeks ago

    Mississauga, Canada LTIMindtree Full time

    Mandatory Cert: IIBA - Agile Analysis CertificationTech Business Analyst:Job Background/context:Citi Private Bank application team is responsible for designing, building, and enhancing applications used to support Citi Private Bank and Wealth Management business. This role is for a Business Analyst responsible for evaluation of potential solutions - always...