Sales Assistant, Wealth Solutions

2 weeks ago

Guelph, Canada The Skyline Group of Companies Full time

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 Advisor, Wealth Solutions 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.
- 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.

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_**

Y1cObbp0Ua

  • Event Sales Representative- Summer Position

    4 weeks ago

    Guelph, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, in partnership with Canadian Tire, is seeking outgoing and sales-driven individuals to join our team as Gas Station Event Field Sales Representatives. In this role, working in pairs, you'll have the exciting opportunity to engage with consumers directly while representing one of Canada's most trusted and iconic...

  • Event Sales Representative- Summer Position

    1 month ago

    Guelph, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, in partnership with Canadian Tire, is seeking outgoing and sales-driven individuals to join our team as Gas Station Event Field Sales Representatives. In this role, working in pairs, you'll have the exciting opportunity to engage with consumers directly while representing one of Canada's most trusted and iconic...

  • Service Advisor

    2 weeks ago

    Guelph, ON, Canada Reefer Sales & Service Full time

    Reefer Sales and Service Position: Parts & Service Administrator - Guelph Office Manager, and/or designate * This is not a remote position - You are required to be on-site every day. Over the past 30+ years, Reefer Sales has become the leading provider of temperature-managed transportation hardware, equipment, service, and support across North...

  • Financial Planning and Retirement Consultant

    1 month ago

    Guelph, Canada The Co-operators Full time

    **What you’re responsible for**: - Connecting with group plan members to retain group assets and pro-actively support their financial planning needs by consolidating financial assets into retirement plans. - Generating new asset or premium business by consulting with potential inbound clients to provide financial planning services, including assessing...

  • Real Estate Isa

    1 month ago

    Guelph, Canada REMAX GoWylde Team Full time

    **About us** **GoWylde Real Estate** has been the #1 real estate team in Guelph for over a decade. We are a group of real estate professionals passionate about helping people grow their wealth through real estate. We have a growth-oriented mindset with a fun, supportive culture. It is our mission that every person that joins our group becomes the best...

  • Sales Executive

    20 hours ago

    Guelph, Canada Senseability Full time

    Siemens Sales Executive - Smart Buildings/Security Solutions & Service Sales (GTA & SWO) Guelph , Ontario Apply Now Our Sales experts are the eyes and ears of our customers. They do not wait; they take the initiative. They transform “That sounds interesting!” into actual contracts, paving the way for new avenues of business. Join our team and...

  • Sales Executive

    18 hours ago

    Guelph, Canada Senseability Full time

    Siemens Sales Executive - Smart Buildings/Security Solutions & Service Sales (GTA & SWO) Guelph , Ontario Apply Now Our Sales experts are the eyes and ears of our customers. They do not wait; they take the initiative. They transform “That sounds interesting!” into actual contracts, paving the way for new avenues of business. Join our team and...

  • Sales Executive

    18 hours ago

    Guelph, Canada Senseability Full time

    Siemens Sales Executive - Smart Buildings/Security Solutions & Service Sales (GTA & SWO) Guelph , Ontario Apply Now Our Sales experts are the eyes and ears of our customers. They do not wait; they take the initiative. They transform “That sounds interesting!” into actual contracts, paving the way for new avenues of business. Join our team and...

  • District Commercial Manager

    5 days ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People Matter Start your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as...

  • District Commercial Manager

    5 days ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People Matter Start your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions...

  • District Commercial Manager

    5 days ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People Matter Start your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you.About the position:The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • District Commercial Manager

    4 days ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People MatterStart your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you.About the position:The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • Sales Representative

    4 weeks ago

    Guelph, Canada LifeLearn Inc Full time

    Sales Representative **Job Summary**: LifeLearn is currently recruiting for the position of Sales Representative, who, under the direction of the Director of Sales - Practice Solutions, will be responsible for meeting sales targets in his/her territory by seeking out new opportunities and maintaining existing accounts within the Animal Health...

  • District Commercial Manager

    3 weeks ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People MatterStart your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • District Commercial Manager

    1 month ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People MatterStart your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • District Commercial Manager

    1 month ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People Matter Start your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions...

  • District Commercial Manager

    1 month ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People MatterStart your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • District Commercial Manager

    3 weeks ago

    Guelph, Canada Univar Solutions Full time

     A Place Where People MatterStart your career journey today with Univar Solutions!  Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions...

  • District Commercial Manager

    5 days ago

    Guelph, Canada Univar Solutions Full time

    A Place Where People MatterStart your career journey today with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you. About the position: The District Commercial Manager will be responsible for overseeing business activities within the Ontario region. This role functions as a...

  • Parts & Service Administrator - Guelph

    2 weeks ago

    Guelph, Canada Reefer Sales & Service Full time

    Reefer Sales and Service Position: Parts & Service Administrator - GuelphLocation: Aberfoyle, ONReports into: Office Manager, and/or designate* This is not a remote position - You are required to be on-site every day. About The Role:Over the past 30+ years, Reefer Sales has become the leading provider of temperature-managed transportation hardware,...