Wealth Associate - St Andrews, Canada - impact wealth

Description

Wealth Associate

If you have a burning desire to assist others and be a positive change-maker, we want to hear from you. At Impact Wealth, we specialize in guiding clients through crucial financial decisions. As a top-tier independent wealth advisory firm, we mainly cater to successful entrepreneurs and families in Atlantic Canada. Our all-encompassing 360° Impact^TM process provides customized investment, insurance, and planning solutions to address the distinct requirements of our clients. In 2022, we made a significant move by becoming the first certified Benefit Corporation (B Corp) wealth advisor in Atlantic Canada, underscoring our dedication to achieving social, environmental, and financial excellence. B Corps are at the forefront of a worldwide movement where businesses are utilized as a catalyst for positive change to foster a fairer, more inclusive, and sustainable future.

The Opportunity

We are in search of a skilled Wealth Associate to join our expanding team at our newly refurbished office in the picturesque coastal town of Saint Andrews, New Brunswick. Our team benefits from a modern, hybrid working environment and a flexible approach to achieving work-life balance. In this crucial role, you will collaborate closely with our seasoned team to deliver personalized solutions to our valued clients. Your duties will encompass various facets of our operations, including wealth management, client relations, financial planning, investment processing, and operational assistance. Through your dedication and expertise, you will play a key role in advancing our mission of fostering financial empowerment.

What You Will Be Doing

• Client Relationship Management
  • Foster and uphold strong client relationships by delivering exceptional service and proactive communication.
  • Act as the primary point of contact for client queries, addressing their needs promptly and efficiently.
  • Conduct client reviews to comprehend their objectives and values.
  • Maintain our CRM and client service records accurately and efficiently.

What We Are Looking For

What You Can Expect

What's in It for You

Starting base salary range of $50,000 - $60,000 + performance-based incentives.

Structured yearly base salary increments.

We promote a contemporary hybrid work culture by offering the flexibility to work remotely when necessary – we understand the demands of family and personal commitments.

Comprehensive health benefits – ensuring the well-being of our employees and their families.

Leading retirement savings program – preparing for a secure financial future.

Additional holidays – who doesn't appreciate extra time off?

Health & wellness allowance – promoting a healthy lifestyle.

Community engagement & volunteerism opportunities – giving back to the community.

Skilled team members who are warm and supportive – we are committed to hiring exceptional individuals.

Apple computers and cutting-edge technology platforms – emphasizing the importance of user-friendly technology.

Team outings and enjoyable activities – we savor scrumptious food, excellent coffee, and whale watching.

"I have faith in our team and our mission. While we may not be saving lives directly, I like to believe that we are enhancing them. Our endeavors not only improve our clients' lives but also support the local economy by aiding business owners in running and developing their businesses. I feel that we are collectively transforming Impact Wealth into something remarkable, and being part of this journey from the outset has been incredibly fulfilling."

Marcie

Impact Wealth is an equal opportunity employer. We appreciate all applicants for their interest. Only candidates under consideration for an interview will be contacted. Please submit your resume and cover letter to: or drop them off at our office at

185 Water Street, Saint Andrews, New Brunswick.

To discover more about our People, Products, and Process, visit our website at

(new site coming soon)