Wealth Management Associate
4 weeks ago
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. As a Wealth Management Associate, you will be responsible for acting as a point of contact for all inquiries from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience.
The ideal candidate will have a strong passion for investment management, finance, and economics, as well as knowledge of exempt market investments and holistic financial planning. A minimum of 2 years of related investment management experience servicing high-net worth clients and offering financial advice is required.
We offer our employees competitive pay, benefits, paid volunteer day, group RSP, on-going training, growth potential, and a workplace culture that empowers staff at all levels to become involved in supporting and building vibrant communities.
Key Responsibilities:
- Client Relationship Management: Build and solidify investor relationships through regular and consistent communication via email, phone calls, or in-person meetings.
- Investment Management: Analyze each client's financial status and discuss their financial options with ease.
- Financial Planning: Develop and implement comprehensive financial plans for clients.
- Communication: Communicate effectively with clients, colleagues, and management to ensure seamless service delivery.
Why Skyline Group of Companies?
- We're a growing company that supports environmental stewardship and social responsibilities.
- We offer a competitive compensation package and opportunities for growth and development.
- We're committed to building a workplace culture that empowers staff to become involved in supporting and building vibrant communities.
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