Wealth Management Associate

6 days ago

Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full time
Job Summary

We are seeking a highly motivated and experienced Wealth Management Associate to join our team at BCV Asset Management Inc. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support in all aspects of wealth management services.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing personalized advice and guidance.
  • Financial Planning: Conduct comprehensive financial planning, including savings and wealth accumulation, tax-efficient income planning, portfolio construction, and risk management.
  • Portfolio Management: Manage client portfolios, including executing transactions, conducting annual reviews, and updating Know Your Client (KYC) information.
  • Insurance Advisory: Provide insurance advice, prepare new insurance applications, and deliver new and updated policies to clients.
Requirements
  • Education: Post-secondary education, preferably with a Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation.
  • Experience: 5+ years of related work experience in the financial services industry, with a strong understanding of regulatory compliance.
  • Skills: Strong communication and interpersonal skills, with the ability to work in a team environment and adapt to changing priorities.
What We Offer
  • Competitive Compensation: Highly competitive salary and profit-sharing opportunities.
  • Professional Development: Ongoing education and training opportunities to support your career growth.
  • Benefits: Comprehensive suite of health care and wellness benefits.

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