Associate Wealth Management

Associate Wealth Management

Requirements

• CSI Canadian Securities Course/CSI Conduct and Practices strongly preferred.
• A desire to be part of a collaborative team that pursues excellence through continuous learning and improvement.
• Batteries included. Self-starter with the ability to manage work and deadlines based on priorities.
• Proactive communication that is clear and concise.
• Detail orientated and accurate.
• Recognize the value of systems and processes and participate in their innovation and improvement.
• Exceptional interpersonal and client service skills in person and over the phone.
• Ability to integrate the digital world into all facets of the role and interactions with clients.
• Excellent command of the English language, strong written and oral English skills, with accurate grammar.

Responsibilities

• Prepare and execute on client documentation for account opening.
• Follow up on documentation with clients or back office as required.
• Assist clients with online access and ensure their onboarding experience is paramount.
• Investigate & resolve client inquiries as well as complaints related to accounts.
• Maintain accurate client records and make notes on all client communications with the team.
• Prepare client review packages and manage all required client communication.
• Maintain website content, marketing campaigns, client communication campaigns, client events, client appreciation.

Preferred Qualifications

• University degree is an asset but not required.
• Experience in the financial industry as an asset but not required.
• Handbook Course is an asset.