Wealth Manager
2 weeks ago
**About Watson Investments**
Founded in 1991, Watson Investments has developed a track record of success and growth. Based in downtown Oakville, Watson Investments has grown through helping clients achieve their goals. Built on the core principles of trust, transparency and following an evidence-based approach to managing investments has led to our continued success. We provide tailored advice based on each client's unique circumstances and build lasting relationships.
**About You**
- Minimum 3-5 years in a financial planning role.
- Hold the Certified Financial Planner (CFP) designation.
- Canadian Securities Course (CSC) completed.
- IIROC licensed or in the process of completing within first 3 months of employment.
- Deep understanding of the industry, competitive landscape, economic and market issues.
- Advanced experience with NaviPlan.
- Strong communication skills with the ability to work collaboratively and independently.
- Strong listener with an ability to put clients' needs first.
- Well-organized, detail-oriented, ability to multi-task.
- Highly motivated self-starter and problem solver.
- Eagerness to help and share new ideas.
- Customer service oriented.
**Your Role**
**Responsibilities**
- Liaison with Wealth Managers, looking at all areas of personal finance, including but not limited to investments, taxes and tax planning, retirement planning, insurance, estate planning, RESP, cash management and major purchase goals.
- Prepare client meeting documents, including but not limited to in-depth presentations reviews, cash flow projections, rate of return reports, investment performance and tax strategies.
- Prepare client statements and reports.
- Execute trades.
- Document post-client meeting notes.
- Respond to existing and prospective client inquiries.
- Monitor client investment accounts and provide suggestions for target asset allocation ranges.
- Maintain licensing and credentials.
**How To Apply**
Thank you for your interest in Watson Investments. We look forward to hearing from you.
Schedule:
- Monday to Friday
Application question(s):
- How do you see yourself succeeding in this role?
Work Location: Hybrid remote in Oakville, ON
Application deadline: 2023-03-15
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