Wealth Management Associate

5 days ago

Mississauga, Ontario, Canada TDS Personnel Full time
Job Overview:

TDS Personnel is a leading provider of financial services and we are seeking a highly skilled Wealth Management Associate to join our team. As a Wealth Management Associate, you will be responsible for assisting in the management of client relationships, providing financial planning and advisory services, and performing various administrative tasks related to financial operations and investments.

Key Responsibilities:

• Assist in the coordination of client relationships, including scheduling meetings and appointments.
• Provide financial planning and advisory services to clients, including developing and implementing investment strategies.
• Perform various administrative tasks related to financial operations and investments, including maintaining accurate records and preparing reports.

• Assist in the preparation of client reports and presentations, including analyzing financial data and developing recommendations.
• Collaborate with other team members to ensure seamless delivery of services to clients.
• Develop and maintain strong relationships with clients, including communicating effectively and responding promptly to their needs.

Requirements:

• A Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• 2+ years of experience in financial services, preferably in a wealth management or financial planning environment.
• Experience with financial planning and advisory services, including developing and implementing investment strategies.
• Familiarity with financial analysis and reporting, including preparing and presenting financial reports.

• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
• Strong understanding of financial markets and instruments, including stocks, bonds, and derivatives.
• Familiarity with regulatory requirements and industry standards, including FINRA and SEC guidelines.
• Exceptional communication and interpersonal skills, including ability to work effectively with clients and colleagues.
• Ability to work independently and collaboratively as part of a team.
• High level of integrity and professionalism, including ability to handle sensitive client information confidentially.

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