Operations Associate, Wealth Management
5 days ago
We are seeking a highly organized and detail-oriented individual to join our team as an Operations Associate, Wealth Solutions. This role will provide client service support and accurate database management and document control for processing, recording, and managing all investment-related paperwork and data requirements.
Key Responsibilities- Trade Details Management: Ensure all trade details are accounted for and correct before entering the purchase into the system.
- Accounting Communication: Communicate with accounting on all relevant transactions.
- Account Updates: Manage and update account changes in a timely manner.
- Relationship Manager Support: Assist the Relationship Managers in managing the ongoing workflow of investment-related paperwork.
- Registered Plan Trustee Correspondence: Correspond with registered plan trustee regarding registered accounts and required paperwork.
- Administrative Expertise: An administrative wizard with a good grasp of database management.
- Attention to Detail: You love details and nothing falls through the cracks.
- Customer Focus: A customer-focused mindset; you're always looking to help.
- Financial Document Interpretation: Someone who enjoys reading and accurately interpreting financial (or legal) documents.
- Communication Skills: The ability to write routine reports and correspondence.
- Multi-Tasking: Ability to multi-task while managing multiple projects effectively and a capacity for dealing with tight deadlines.
- Confidentiality and Integrity: Strong sense of confidentiality and integrity is a must.
- CRM Experience: Experience with using CRMs or other customer-focused software would be a plus.
- Education and Experience: High School Diploma or equivalent required. Minimum three (3) years' experience in financial services customer service and administrative support.
- Certifications: Completion of Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC) would be considered an asset. Completion of the Exempt Market Product course or equivalent within 6 months of hire.
The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of our properties.
We offer our employees competitive pay, benefits, RSP match program, paid volunteer day, ongoing training, growth potential, and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.
-
Client Relationship Associate, Wealth Management
4 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you eager to demonstrate your expertise in client relations? Our Wealth Management division is expanding, and we are in search of a dedicated, enthusiastic, and proactive individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and investment...
-
Client Relationship Associate, Wealth Management
4 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you ready to leverage your client engagement skills in a dynamic environment? We are enhancing our Wealth Management division and seeking a motivated, enthusiastic individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and investment firm...
-
Client Relationship Associate, Wealth Management
4 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you eager to demonstrate your expertise in client relations? Our Wealth Management division is expanding, and we are on the lookout for a dedicated, enthusiastic, and motivated individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and...
-
Licensed Associate, Wealth Solutions
7 days ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities:**Act...
-
Licensed Associate, Wealth Solutions
6 days ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities:**Act...
-
Licensed Associate, Wealth Solutions
2 days ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities**Act...
-
Licensed Associate, Wealth Solutions
2 days ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities**Act...
-
Sales Assistant, Wealth Management
4 weeks ago
Guelph, Ontario, Canada The Skyline Group of Companies Full timeAre you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm...
-
Associate - Client Service Specialist
6 days ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?If you want to jump into a dynamic entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced professionals in the industry, then you should definitely read on.The Royal Bank of Canada's Private Wealth team is one of the largest and...
-
Associate - Client Service Specialist
2 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?If you want to jump into a dynamic entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced professionals in the industry, then you should definitely read on.The Royal Bank of Canada's Private Wealth team is one of the largest and...
-
Investment Advisor
6 days ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
7 days ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
6 days ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
7 days ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Property Operations Specialist
2 weeks ago
Guelph, Ontario, Canada Tribe Management Full timeAbout Tribe Management Tribe Management is a growing property management company dedicated to providing exceptional service to our tenants and clients. We are committed to creating positive living experiences and fostering strong relationships within our communities. Property Operations Specialist We are seeking a highly motivated and organized Property...
-
Guelph, Ontario, Canada the Ladders Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our Wealth Management team at The Ladders. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Guelph, Ontario, Canada the Ladders Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our Wealth Management team at The Ladders. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Kitchen Operations Associate
4 weeks ago
Guelph, Ontario, Canada THE WORKS CRAFTED BURGER AND BEER Full timePosition OverviewAs a vital member of our culinary team at THE WORKS CRAFTED BURGER AND BEER, you will play a key role in delivering exceptional dining experiences. Your expertise in food preparation and kitchen management will contribute to our commitment to quality and customer satisfaction.Educational RequirementsCompletion of secondary (high) school...
-
Maintenance and Operations Specialist
5 days ago
Guelph, Ontario, Canada Tribe Management Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Caretaker/Site Manager to join our team at Tribe Management. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operation of our residential townhouse complex in Guelph, Ontario.Key ResponsibilitiesManage all administrative tasks related to the...
-
Maintenance and Operations Specialist
7 days ago
Guelph, Ontario, Canada Tribe Management Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Caretaker/Site Manager to join our team at Tribe Management. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operation of our residential townhouse complex in Guelph, Ontario.Key ResponsibilitiesManage all administrative tasks related to the...