Wealth Management Associate

2 months ago

Guelph, Ontario, Canada Skyline Group of Companies Full time

Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.

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. As a Licensed Associate, Wealth Solutions, you will be responsible for acting as a point of contact for all inquiries from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience.

The ideal candidate will have a passion for investment management, finance, and economics, as well as knowledge of exempt market investments and holistic financial planning. A minimum of 2 years of related investment management experience servicing high-net worth clients and offering financial advice is required. You will also have the ability to problem solve effectively and plan independently.

We offer our employees competitive pay, benefits, paid volunteer day, group RSP, on-going training, growth potential, and a workplace culture that empowers staff at all levels to become involved in supporting and building vibrant communities.

Join our team and be a part of Skyline – Building Careers and Communities.

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