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Client Relationship Associate, Wealth Management

3 months ago

Guelph, Ontario, Canada Skyline Group of Companies Full time

Are 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 firm committed to delivering an exceptional investor experience through a comprehensive suite of unique alternative investment products and financial planning services. This full-time role is integral to our operations.

Role Overview

The Associate, Wealth Solutions serves as a primary contact for inquiries from Skyline Wealth Management investors, ensuring a superior and consistent customer service experience. This position focuses on enhancing client relationships to sustain investor engagement and, when applicable, assists the Relationship Manager in uncovering new business opportunities with existing investors, all while supporting Skyline's mission of delivering significant value and an outstanding experience for our clients, employees, and communities.

Key Qualifications:

Enthusiasm - for investment management, finance, and economics. Expertise - in exempt market investments and comprehensive financial planning. Background - a minimum of 2 years of relevant investment management experience catering to high-net-worth clients and providing financial guidance. You possess strong problem-solving skills and the ability to work independently. Professional Integrity - embodying a commitment to delivering high-quality service to our clients. Charisma - you are the approachable individual that everyone enjoys engaging with. You excel at making a positive and lasting first impression. Communication Skills - adept at fostering and solidifying investor relationships through regular and effective communication via various channels. Engagement Skills - you thrive in the process of qualifying investors and guiding them through the complete sales journey, from education to investment advice. You can easily analyze each client's financial situation and discuss their options. Attention to Detail - you recognize the importance of thoroughness and meticulousness when tracking sales activities in Client Relationship Management (CRM) systems. Educational Background - a University Degree in Business, Economics, Accounting, or Finance is preferred, along with the ability to fulfill all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. CSC certification is required, and CPH is preferred.

Why Choose Us:

You are a natural people person, and your commitment to excellent customer service will be key to your success. You seek to thrive in an environment built on strong relationships, diligence, and quality service. You are motivated to contribute to a business you believe in and are determined to make an impact in a competitive field. You enjoy collaborating with a talented team and value teamwork. Sharing your passion for exempt market products energizes you. You value working for a growing organization that prioritizes environmental stewardship and social responsibility.

We provide our employees with competitive compensation, benefits, paid volunteer days, group RSP, ongoing training, opportunities for advancement, and much more. Our workplace culture encourages staff at all levels to engage in supporting and enhancing vibrant communities.

Become a part of Skyline – Cultivating Careers and Communities