Senior Investment Associate, Wealth Management

3 weeks ago

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

Are 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 knowledge, business development, and customer service skills to provide exceptional service levels to clients and internal partners.
  • Manage client relationships with a commitment to delivering extraordinary service, ensuring clients feel comfortable discussing personal information.
  • Assist with business development by coordinating opportunities, following up on prospective client leads, and utilizing 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 at ease discussing personal information.
  • Commit to a rigorous follow-up process relating to all client transactions to ensure proper processing and minimize errors.
  • Act as a general resource person for clients, preparing letters, client communication pieces, and responding 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 a 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.

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