Wealth Management Associate
3 days ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.
Key Responsibilities- Client Support: Provide exceptional support to clients, understanding their financial needs and goals, and developing tailored solutions to meet their requirements.
- Portfolio Management: Manage client portfolios, making informed investment decisions to maximize returns and minimize risk.
- Relationship Building: Foster strong relationships with clients, understanding their needs and preferences, and delivering exceptional service to build trust and loyalty.
- Collaboration: Work closely with cross-functional teams, including investment specialists, to provide comprehensive financial solutions to clients.
- Education: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course.
- Experience: Previous experience in financial services or a related field, with a strong understanding of investment products and services.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge: Strong knowledge of financial markets, products, and services, with the ability to stay up-to-date with industry developments.
- Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement.
- Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.
- Professional Development: Ongoing training and development opportunities, to help you build your skills and expertise.
-
Wealth Management Associate
3 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Advisor Associate to join our team at BCV Asset Management Inc.Key Responsibilities:Work directly with clients as their primary Wealth Advisor, providing personalized financial planning and investment advice.Develop and implement comprehensive wealth management strategies, including...
-
Wealth Management Associate
7 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Advisor Associate to join our team at BCV Asset Management Inc.Key Responsibilities:Work directly with clients as their primary Wealth Advisor, providing personalized financial planning and investment advice.Develop and implement comprehensive wealth management strategies, including...
-
Wealth Management Associate
1 week ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe 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 ResponsibilitiesClient Relationship Management:...
-
Wealth Management Associate
6 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe 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 ResponsibilitiesClient Relationship Management:...
-
Wealth Management Associate
6 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe 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 ResponsibilitiesClient Relationship Management:...
-
Wealth Management Associate
7 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeJob SummaryWe 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 ResponsibilitiesClient Relationship Management:...
-
Financial Wealth Management Associate
4 weeks ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeFinancial Wealth Management Associate – BCV Asset Management Inc.Are you driven by the desire to engage directly with clients as their primary Financial Wealth Manager? Do you have a passion for navigating all facets of wealth management services, including Financial Planning, Investment Strategies, and Insurance Solutions? If you aspire to be part of a...
-
Financial Wealth Management Associate
6 days ago
Winnipeg, Manitoba, Canada BCV Asset Management Inc. Full timeFinancial Wealth Management Associate – BCV Asset Management Inc.Are you driven by the desire to engage directly with clients as their primary Financial Wealth Manager? Do you have a passion for navigating all facets of wealth management services, including Financial Planning, Investment Strategies, and Insurance Solutions? If you aspire to be part of a...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timePosition: Financial Advisor, Corporate ChannelLocations: Various across Canada IG Wealth Management is seeking dedicated professionals to join our expanding team of Corporate Channel Advisors. If you hold a Mutual Fund or Securities license and are interested in a rewarding career, we encourage you to explore this opportunity. Role Overview: The ideal...
-
Wealth Management Associate
6 days ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale du Canada. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support...
-
Wealth Management Associate
7 days ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale du Canada. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support...
-
Wealth Management Associate
6 days ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding...
-
Wealth Management Associate
7 days ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support to clients, understanding...
-
Senior Wealth Management Operations Analyst
2 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob DescriptionJob Title: Senior Wealth Management Operations AnalystCompany: Wellington-Altus Private Wealth Inc.Job Summary:We are seeking a highly skilled and experienced Senior Wealth Management Operations Analyst to join our team at Wellington-Altus Private Wealth Inc. As a key member of our Wealth Products team, you will be responsible for overseeing...
-
Wealth Management Advisor
2 hours ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients throughout their life events to help them achieve their financial goals.Key ResponsibilitiesManage a portfolio of clients, providing exceptional service and support to...
-
Head of Financial Strategy
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IG Investment Solutions IGM Financial Inc. is recognized as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive suite of financial planning and investment management services designed to assist over two million...
-
Senior Director of Accounting Research
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IGM FinanceLocation: WinnipegIGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management services aimed at assisting over two million Canadians...
-
Head of Accounting Research
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IGM FinanceLocation: WinnipegIGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive suite of financial planning and investment management services aimed at assisting over two million Canadians...
-
Head of Accounting Research
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IGM FinanceLocation: WinnipegIGM Financial Inc. stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive suite of financial planning and investment management services designed to assist over two million Canadians...
-
Head of Accounting Research
4 weeks ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IGM FinanceLocation: WinnipegIGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management services designed to assist over two million Canadians...