Current jobs related to Licensed Associate, Wealth Solutions - Guelph, Ontario - Skyline Group of Companies

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a Private Wealth Management Associate, you will play a key role in supporting our advisors in providing exceptional client service and helping to grow our business.Key...

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a Private Wealth Management Associate, you will play a key role in supporting our advisors in providing exceptional client service and helping to grow our business.Key...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    2 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you a motivated and driven individual looking to showcase your client relationship skills in a dynamic and growing company? We're seeking a passionate and energetic candidate to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning...

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a key member of our practice, you will provide administrative support and develop support systems to grow the assets of our well-established, client-centric financial planning...

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a key member of our practice, you will provide administrative support and develop support systems to grow the assets of our well-established, client-centric financial planning...

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a key member of our practice, you will provide administrative support and develop support systems to grow the assets of our well-established, client-centric financial planning...

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Job Title: Private Wealth Management AssociateIG Wealth Management is seeking a highly motivated and detail-oriented Private Wealth Management Associate to join our team. As a key member of our practice, you will provide administrative support and develop support systems to grow the assets of our well-established, client-centric financial planning...

  • Wealth Management Associate

    2 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers...

  • Private Wealth Management Associate

    2 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Role OverviewIG Wealth Management is seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Associate. In this role, you will provide administrative support to our advisors and contribute to the growth of our client-centric financial planning practice.Key ResponsibilitiesSupport advisors with client...

  • Wealth Management Associate

    2 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can showcase your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.This full-time position will be located at our Head Office in Guelph, ON. As a key...

  • Associate - Wealth Management

    1 month ago

    Guelph, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAre you looking for a challenging and rewarding career in wealth management? Do you have a passion for delivering exceptional client service and working in a dynamic team environment? We are seeking a highly motivated and experienced Associate to join our team at Royal Bank of Canada.Job DescriptionThe Associate role is a key position in our...

  • Associate - Wealth Management

    1 month ago

    Guelph, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAre you looking for a challenging and rewarding career in wealth management? Do you have a passion for delivering exceptional client service and working in a dynamic team environment? We are seeking a highly motivated and experienced Associate to join our team at Royal Bank of Canada.Job DescriptionThe Associate role is a key position in our...

  • Financial Services Associate

    1 week ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Private Wealth Management – AssociateAt IG Wealth Management, we are seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Associate. As a key member of our team, you will play a vital role in supporting our advisors in providing exceptional client service and helping to grow our business.Key...

  • Financial Services Associate

    2 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    IG Wealth Management is seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a key member of our Private Wealth Management group, you will play a critical role in supporting our advisors in providing exceptional client service and growing our business.Key Responsibilities:Support advisors with client servicing,...

  • Wealth Management Associate

    6 days ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Are you looking to embark on a challenging and rewarding career in wealth management? Do you want to work in an entrepreneurial environment where you can make a real impact? Look no further! The Elinesky Schuett Private Wealth team of RBC Dominion Securities is seeking a highly motivated and experienced...

  • Wealth Management Associate

    1 week ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you passionate about delivering exceptional customer service and building strong relationships with clients? We're seeking a skilled and driven individual to join our Wealth Management team as a Wealth Management Associate.Skyline Group of Companies is a premier wealth planning and investment firm that offers clients a best-in-class investor experience....

Licensed Associate, Wealth Solutions

2 months 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 as a point of contact for all inquiries from Skyline Wealth Management investors
  • Deliver an exceptional and consistent customer service experience
  • Deepen client relationships to maintain investor engagement and support the Relationship Manager in identifying new business opportunities
  • Support Skyline's shared goal of creating meaningful value and an exceptional experience for our customers, our people, and our communities

**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 and a strong sense of pride in the quality of service provided to customers
  • Excellent communication and interpersonal skills
  • Engagement and enthusiasm for building and solidifying investor relationships
  • Diligence and attention to detail in tracking sales activities in CRM tools
  • University Degree in Business, Economics, Accounting, or Finance (preferred)

**Why Skyline?**

  • We offer a dynamic and supportive work environment that empowers staff to become involved in supporting and building vibrant communities
  • We provide competitive pay, benefits, paid volunteer day, group RSP, on-going training, and growth potential
  • We are committed to environmental stewardship and social responsibilities, and we encourage our employees to share our passion for making a positive impact