Associate

3 weeks ago

North York, Canada Edgewater Wealth Management Full time

**About the job**

Edgewater Wealth Management is led by a team of dedicated professionals who have spent over three decades identifying goals and providing the financial stewardship necessary to meet the needs of families and businesses of means. Our principals have been protecting wealth, identifying opportunity and patiently growing capital using a prudent and independent framework.

**Job Title**

Associate

The Edgewater Wealth Management group of Manulife Wealth Inc. is located at Yonge and York Mills in Toronto. We are looking for a resourceful, efficient, collaborative, and tech-savvy individual to join our leading wealth management team as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant. You will be working with the Financial and Investment advisors in managing client portfolios and wealth management planning opportunities.

**What will you do?**
- Maintain our CRM system, existing client accounts and identify opportunities to contact clients. You will be responsible for scheduling reviews, monitoring, and following up on transfers and key dates.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date, and compliant.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Follow up on client trades to ensure proper settlement and delivery.
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

**What do you need to succeed?**

**Must-have**
- Licensed as an Investment Representative with CSC and CPH courses complete.
- Trading experience.
- High quality time management and organization skills.
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
- Exceptional verbal and written communication skills.
- Knowledge of Wealth Management best practices and procedures.

**What’s in it for you?**

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

- A comprehensive Total Rewards Program including salary, bonuses, and benefits.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- The chance to work in a dynamic, collaborative, progressive, and high-performing team.
- A Hybrid work model with a minimum of four days per week in-office.

**Job Summary**

**Address**:
700A-4101 Yonge St., Toronto, ON, M2P 1N6

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Inclusion and Equal Opportunity Employment**
- At Manulife, we embrace our diversity. We strive to attract, develop, and retain a workforce that is as _
- diverse as the customers we serve and to foster an inclusive work environment that embraces the _
- strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and _
- compensation, and we administer all of our practices and programs without discrimination on the basis _
- (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, _
- veteran status, gender identity, gender expression, age, marital status, family status, disability, or any _
- other ground protected by applicable law._

**Salary**: $60,000.00-$95,000.00 per year

**Benefits**:

- Dental care
- Paid time off
- Vision care

Day range:

- Monday to Friday

Flexible Language Requirement:

- French n

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