- Articulating complex investment principles and capital market research to financial advisors
- Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
- Interacting with advisors on practice management related issues
- Partnering with Senior Relationship Managers and developing strong business and personal relationships with key advisor clients
- Developing and delivering complex and educational investment presentations to financial advisors
- Developing and facilitating the production of complex client driven requests among a team of Associates
- Developing a robust understanding of the advisor industry and related business practices
- MBA and/or CFA strongly preferred
- Four plus years of experience in the Financial Services/Investment industry
- Strong analytical skills and quantitative problem-solving skills
- Excellent verbal and written communication and interpersonal skills
- Detail-oriented with capability of managing multiple projects and meeting deadlines
- Intellectual curiosity with desire for self-improvement
- Able to work equally well in a team environment and independently
- Strong computer skills (Excel and Access) with the ability to learn programs as needed
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Senior Counsel, Wealth Management
3 weeks ago
CIBC Toronto, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
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Wealth Manager
1 week ago
IIQAF Ontario, Canada Full timeWe are seeking an experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for advising clients on financial planning and investment strategies to optimize their wealth. You will work closely with clients to understand their financial goals and ta ...
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Wealth Management
3 weeks ago
Scotiabank Toronto, ON, CanadaPress Tab to Move to Skip to Content Link · Title: Wealth Management - Strategy & Projects Intern/Co-op Fall 2024 · There's no better way to find your dream job than to do a co-op or internship with Scotiabank During your work term, you'll have the opportunity to be part of a w ...
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Wealth Management
3 weeks ago
Scotiabank Toronto, ON, CanadaWealth Management - Finance Intern/Co-op Fall 2024 Requisition ID: 198487 · There's no better way to find your dream job than to do a co-op or internship with Scotiabank During your work term, you'll have the opportunity to be part of a winning team, build your network, and disco ...
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Wealth Management
3 weeks ago
Scotiabank Toronto, ON, CanadaPress Tab to Move to Skip to Content Link · Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. · Title: Wealth Management - Data Analytics Intern/Co-op Fall 2024 · There's no better w ...
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Manager, Wealth Strategy
3 weeks ago
The Toronto-Dominion Bank (Canada) Toronto, Canada Full timeDescription · The successful candidate will provide strategic support to TD Global Wealth leadership through both internal and external analysis. · Reporting to the Senior Manager, Wealth Strategy, you will deliver high visibility projects as part of an internal consulting team, ...
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2024 Wealth Management
1 week ago
Royal Bank of Canada> Toronto, CanadaJob Summary · Looking to start your career in Financial Services? RBC fosters a positive learning environment for students by providing the support and resources to help strategize your career path. Since we opened our doors in 1864, RBC has grown to become one of North America's ...
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Manager, Wealth Data Management
2 weeks ago
BMO Toronto, CanadaApplication Deadline: · 07/07/2024 · Address: · 100 King Street West · Job Family Group: · Data Analytics & Reporting · Job Description: · As a member of the Wealth Data & Analytics team, you will play a key role in enabling the data & analytics ambition for Wealth Management, ...
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Manager, Wealth Data Management
2 weeks ago
BMO Toronto, Canada Full timeJob Description · : As a member of the Wealth Data & Analytics team, you will play a key role in enabling the data & analytics ambition for Wealth Management, a high-growth business for the bank. Wealth Management encompasses several lines of business, including Digital Investin ...
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Associate Wealth Manager
1 week ago
TDS Personnel Toronto, CanadaOur client within investment management requires an Associate Wealth Manager to join their team. Working with the Wealth Manager, the Associate Wealth Manager manages client relationships including onboarding client contacts and communications. Responsibilities: Client Onboarding ...
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Wealth Management Advisor
3 days ago
Prime Hires Toronto, ON, CanadaThey have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Develop personalized wealth management strategies to meet clients' financial goals.Conduct comprehensive fina ...
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Wealth Management Advisor
4 days ago
Prime Hires Toronto, CanadaOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. · Key Responsibilities: ...
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Associate Wealth Manager
1 week ago
TDS Personnel Toronto, CanadaOur client within investment management requires an Associate Wealth Manager to join their team. Working with the Wealth Manager, the Associate Wealth Manager manages client relationships including onboarding client contacts and communications. · Responsibilities: · Client Onboar ...
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Associate Wealth Manager
1 week ago
TDS Personnel Toronto, ON, CanadaOur client within investment management requires an Associate Wealth Manager to join their team. Working with the Wealth Manager, the Associate Wealth Manager manages client relationships including onboarding client contacts and communications.Responsibilities:Client OnboardingPa ...
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Wealth Management Advisor
2 days ago
Prime Hires Toronto, CanadaOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Key Responsibilities: Pr ...
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Wealth Management Advisor
3 days ago
Prime Hires Toronto, ON, CanadaOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Key Responsibilities:Prov ...
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Manager, Wealth Tax Operations
3 weeks ago
The Toronto-Dominion Bank (Canada) Toronto, Canada Full timeDescription · : Manager, Wealth Tax Operations · Overview · TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securiti ...
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Sr. Manager, Wealth Strategy
3 weeks ago
The Toronto-Dominion Bank (Canada) Toronto, Canada Full timeDescription · : The Senior Manager of Wealth Strategy is a key leadership and a highly visible position accountable for pan-wealth business strategy development, supporting potential business ventures, and informing on-going projects through a deep understanding of competitive t ...
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Private Wealth Portfolio Manager
2 weeks ago
iA Private Wealth Inc. Toronto, Canada PermanentDescription · JOB PURPOSE: · This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committee ...
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Manager, Wealth Credit Structuring
3 weeks ago
Scotiabank Toronto, CanadaRequisition ID: 200266 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Job Purpose: · The Manager, Wealth Credit Structuring is focused on customized commercial credit underwriting (new applications and annual reviews). T ...
Senior Associate, Wealth Management - Toronto, Canada - Dimensional Fund Advisors
Description
Job Description:
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience.
Responsibilities:
Qualifications:
#LI_Hybrid
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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