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Senior Investment Associate
1 month ago
We are seeking a highly skilled and experienced Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.
Key Responsibilities:- Support the Multi-Family Office team in Calgary by leveraging your industry knowledge, business development, and customer service skills.
- Manage client relationships with a commitment to providing extraordinary service.
- Assist with business development by coordinating opportunities, following up on prospective client leads, and using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth.
- Exhibit a level of professionalism that allows clients to feel comfortable and able to discuss personal information.
- Commit to a rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors.
- Act as a general resource person for clients (e.g., prepare letters, client communication pieces, etc.).
- Respond to client emails and phone calls in a timely, warm, and friendly manner.
- Proactively maintain current knowledge of policy and procedure changes within the firm and industry.
- Current or immediately eligible for IIROC Investment Representative or RR licensing (CSC, CPH).
- Completion of a financial planning designation such as WME, PFP, or CFP is not required but considered an asset.
- A minimum of 5+ years' industry experience, preferably in wealth management, financial planning, or investment operations capacity.
- Strong organizational skills with excellent attention to detail.
- Entrepreneurial spirit with a willingness to learn.
- Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities.
- Ability to adapt quickly to changing needs and work requirements.
- Demonstrate a high proficiency in Microsoft Office applications and Financial Services software.
- Undergraduate degree in a business-related field.
