Senior Investment Associate, Wealth Management

2 weeks ago

Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time
Role Overview

The Senior Investment Associate supports the Multi-Family Office team in Calgary. Reporting to the Portfolio Managers locally, you will leverage your industry knowledge, business development and customer service skills to provide exceptional service levels to the clients and internal partners.

Key Responsibilities

Complete account processing activities along with more complex activities related to global reporting, and proactive wealth planning
Manage client relationships with a commitment to providing extraordinary service
Assist with business development by coordinating opportunities, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth
Exhibit a level of professionalism that allows clients to feel comfortable and able to discuss personal information
Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors
Act as a general resource person for clients (ex: prepare letters, client communication pieces, etc.)
Respond to client emails and phone calls in a timely, warm, and friendly manner
Proactively maintain current knowledge of policy and procedure changes within the firm and industry

Requirements

Current or immediately eligible for IIROC Investment Representative or RR licensing (CSC, CPH)
Completion of a financial planning designation such as WME, PFP or CFP is not required, but considered an asset
A minimum of 5+ years' industry experience, preferably in wealth management, financial planning or Investment operations capacity
Strong organizational skills with excellent attention to detail
Entrepreneurial spirit with willingness to learn
Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities
Ability to adapt quickly to changing needs and work requirements
Demonstrate a high proficiency in Microsoft Office applications and Financial Services software
Undergraduate degree in a business related field.

About Blue Chip Recruiting Ltd.

Blue Chip Recruiting Ltd. is a leading recruitment agency specializing in the financial services industry. We are committed to providing exceptional service to our clients and candidates, and we are excited to offer this unique opportunity for a Senior Investment Associate to join our team.

  • Senior Investment Associate, Wealth Management

    2 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Investment Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in...

  • Senior Investment Associate, Wealth Management

    3 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job DescriptionAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging industry...

  • Senior Investment Associate

    2 months ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Licensed Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a challenging and rewarding role? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate position in their successful UHNW business.Role Description:The Senior Investment...

  • Senior Investment Associate

    2 months ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Licensed Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a challenging and rewarding role? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate position in their successful UHNW business.Role Description:The Senior Investment...

  • Senior Investment Associate

    4 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Licensed Associate, Wealth ManagementWe are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. in Calgary. As a key member of our Multi-Family Office team, you will play a critical role in supporting our clients and internal partners in their wealth management needs.Key...

  • Senior Investment Associate

    4 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Licensed Associate, Wealth ManagementWe are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. in Calgary. As a key member of our Multi-Family Office team, you will play a critical role in supporting our clients and internal partners in their wealth management needs.Key...

  • Investment Associate, Wealth Sales

    3 weeks ago

    Calgary, Alberta, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Investment Associate to join our Wealth Sales & Service team at BMO Financial Group. As an Investment Associate, you will be responsible for building trust and strong client relationships, determining individual investment needs, and providing professional, customized advice to ensure clients' financial goals are...

  • Senior Licensed Associate

    5 days ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Title: Senior Licensed Associate - Wealth ManagementJob Summary:We are seeking a skilled Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.Key Responsibilities:Support the Multi-Family Office team in Calgary, reporting...

  • Senior Wealth Management Associate

    1 day ago

    Calgary, Alberta, Canada Scotiabank Full time

    At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

  • Senior Licensed Associate, Wealth Management

    3 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Role Description:The Senior Investment Associate (Licensed) supports the Multi-Family Office team in Calgary. Reporting to the Portfolio Managers locally, you will leverage your industry knowledge, business development and customer service skills to provide exceptional service levels to the clients and internal partners.As the Senior Associate, you...

  • Wealth Management Associate

    4 weeks ago

    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

  • Wealth Management Associate

    4 weeks ago

    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

  • Wealth Management Associate

    3 weeks ago

    Calgary, Alberta, Canada National Bank Full time

    Job Summary:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key Responsibilities:Ensure effective communication between clients, advisors, and collaboratorsProvide exceptional...

  • Wealth Associate

    3 weeks ago

    Calgary, Alberta, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...

  • Wealth Associate

    3 weeks ago

    Calgary, Alberta, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...

  • Senior Wealth Management Associate

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    As a Senior Associate at ScotiaMcLeod, you will play a key role in the development and management of a Wealth Advisor's book of business. Your primary responsibility will be to provide exceptional client service and contribute to business development and sales-related activities.Key Responsibilities:Identify new business opportunities to gather additional...

  • Wealth Associate

    1 month ago

    Calgary, Alberta, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...

  • Wealth Associate

    1 month ago

    Calgary, Alberta, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors...

  • Senior Wealth Associate

    2 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales-related activities.Key Responsibilities:Identify new...

  • Associate Wealth Advisor

    2 weeks ago

    Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAre you a driven and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client experiences and building long-term relationships? If so, we invite you to explore the exciting opportunity to become an Associate Wealth Advisor at...