Wealth Management Associate

9 hours ago

Guelph, Ontario, Canada Skyline Group of Companies Full time

Job Title: Wealth Management Associate

Job Summary:

We are seeking a highly motivated and detail-oriented Wealth Management Associate 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 building strong relationships with our clients.

Key Responsibilities:

  • Act as a point of contact for client inquiries and provide timely and accurate responses.
  • Deepen client relationships to maintain investor engagement and identify new business opportunities.
  • Support the Relationship Manager in identifying new business with existing investors.
  • Collaborate with the team to achieve shared goals and objectives.

Requirements:

  • Passion for investment management, finance, and economics.
  • Knowledge of exempt market investments and holistic financial planning.
  • At least 2 years of related investment management experience servicing high-net worth clients and offering financial advice.
  • Ability to problem solve effectively and plan independently.
  • Professionalism, with a focus on delivering exceptional customer service.
  • Excellent communication and interpersonal skills.
  • Engagement, with a passion for building strong relationships with clients.
  • Diligence, with a focus on attention to detail and tracking sales activities.
  • Education, with a University Degree in Business, Economics, Accounting, or Finance preferred.

Why Join Our Team:

  • Opportunity to work with a growing company that values strong relationships and customer service.
  • Competitive pay and benefits package.
  • On-going training and growth opportunities.
  • Collaborative and dynamic work environment.

About Skyline Group of Companies:

Skyline Group of Companies is a premier wealth planning and investment firm that offers clients a best-in-class investor experience. We are committed to building strong relationships with our clients and delivering exceptional customer service.

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