Wealth Associate

Area of Interest: Wealth management

Are you a seasoned investment industry professional with a passion for delivering exceptional client service? Do you thrive in a dynamic, fast-paced environment where you can take ownership of your role and make a tangible impact? If so, we want to hear from you

About Us 

Join the Angus Watt Advisory Group, a respected leader in Edmonton's financial community. We specialize in wealth management, financial planning, and individual insurance services, committed to delivering unparalleled value to our clients. Expect a stimulating environment that encourages innovative thinking and problem-solving.

What You'll Do 

• Act as the primary point of contact for clients, providing prompt and informative responses to inquiries via phone and email.
• Coordinate with various departments, manage key client deadlines, and maintain detailed records to ensure all client needs are met.
• Collaborate and support all team members to deliver exceptional client service.
• Contribute to new and ongoing marketing initiatives.
• Engage in continuous learning and development to enhance skills and knowledge.

 

What We're Looking For 

Requirements: 

• Extensive experience in the investment industry with a strong working knowledge of Microsoft Suite applications, especially Excel.
• Proficiency in client management systems and portfolio management reporting.
• Self-motivated and proactive, capable of working independently while contributing effectively within a team.
• Results-driven mindset with exceptional critical thinking, problem-solving, and organizational skills.
• Ability to adapt quickly and reprioritize tasks to meet deadlines effectively.
• High attention to detail, accuracy, and commitment to client confidentiality.

Your Team 

Join our top-tier Wealth Management practice, a group of passionate, client-focused, community-mined, solution-oriented professionals. We prioritize delivering outstanding service and ensuring all client needs are met.

 

Skills

Accountability Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Multitasking Perseverent Resiliency Teamwork Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

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