Wealth Associate

3 weeks ago

Montréal, Canada Echelon Wealth Partners Full time

**About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced professionals strives to deliver exceptional results and build long-lasting relationships based on trust, integrity, and expertise.

As a Wealth Associate at Highgate, you will play a pivotal role in supporting our wealth management team in delivering best-in-class service to our clients. You will have the opportunity to work closely with senior advisors and wealth managers, gaining valuable experience in all aspects of wealth management.

**Responsibilities**:
**Client Servicing**: Provide high-quality service to clients, addressing inquiries, and assisting with account-related tasks promptly.

Execute deposit, withdrawal, transfer, and currency conversion instructions for investments accounts.

**Administrative Support**: Handle administrative tasks such as account opening, document management, analyzing and updating clients' files.

**Investment Analysis and Research**:Conduct research on investment opportunities across asset classes, including stocks, bonds, mutual funds, and alternative investments. Analyze financial markets, economic trends, and industry developments to support investment decision-making. Prepare investment proposals and presentations for clients, outlining recommended strategies and asset allocations.

**Financial Planning Support**:Assist in the development and implementation of comprehensive financial plans for clients, addressing their goals, risk tolerance, and time horizon.

Gather and organize financial data, including income, expenses, assets, and liabilities, to assess clients' financial situations.

Collaborate with wealth managers or financial advisors to identify suitable strategies for retirement planning, tax optimization, estate planning, and risk management.

**Compliance**: Ensure compliance with regulatory requirements and internal policies, maintaining accurate records and documentation.

**Team Collaboration**:Coordinate efforts and mutual support between the different shareholders, securing open and effective communication, transparent well-defined goals and understanding.

**Qualifications**:

- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Previous experience in wealth management, financial services, or related industry preferred.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Detail-oriented with the ability to manage multiple tasks efficiently.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) a plus.

**Benefits**:

- Competitive salary commensurate with experience.
- Comprehensive benefits package including complete health insurance and paid time off.
- Opportunities for professional development and career advancement within the firm.
- Collaborative and supportive work environment with a focus on teamwork and excellence.

**Equal Opportunity Employer**: Highgate Group is an equal opportunity employer committed to diversity and inclusion in the workplace.

**A propos de nous**: Highgate Group est un courtier en valeurs mobilières qui offre des services de conseil indépendants et intégrés aux personnes fortunées et à leurs familles. Dans un souci d'excellence et de service personnalisé, nous fournissons des solutions complètes de gestion de patrimoine adaptées aux besoins et aux objectifs uniques de chaque client. Notre équipe de professionnels expérimentés s'efforce de fournir des résultats exceptionnels et d'établir des relations durables basées sur la confiance, l'intégrité et l'expertise.

Description du poste : En tant que Wealth Associate chez Highgate, vous jouerez un rôle essentiel en aidant notre équipe de gestion de patrimoine à fournir un service de premier ordre à nos clients. Vous aurez l'occasion de travailler en étroite collaboration avec les conseillers principaux et les gestionnaires de patrimoine, et d'acquérir une expérience précieuse dans tous les aspects de la gestion de patrimoine.

**Responsabilités**:
Service à la clientèle : Fournir un service de haute qualité aux clients, en répondant aux demandes de renseignements et en les aidant à effectuer les tâches liées à leur compte dans les plus brefs délais. Exécuter les instructions de dépôt, de retrait, de transfert et de conversion de devises pour les comptes d'investissement.

Soutien administratif : Effectuer des tâches administratives telles que l'ouverture de comptes, la gestion de documents,

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