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Wealth Management Associate
2 months ago
We are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing personalized advice and guidance.
- Financial Planning: Conduct comprehensive financial planning, including savings and wealth accumulation, tax-efficient income planning, portfolio construction, and risk management.
- Portfolio Management: Manage client portfolios, executing transactions within guidelines, and conducting annual reviews and KYC updates.
- Insurance Advisory: Provide insurance advice, prepare new insurance applications, and deliver new and updated policies to clients.
- Education: Post-secondary education, preferably with a Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation.
- Experience: 5+ years of related work experience in the financial services industry, with an unblemished record of regulatory compliance.
- Skills: Strong communication and interpersonal skills, tech-savviness, and a commitment to ongoing education and professional development.
- Competitive Compensation: Highly competitive salary and profit-sharing opportunities.
- Benefits: Comprehensive suite of health care and wellness benefits.
- Professional Development: Strong educational support and professional development opportunities.
