Jobs
>
Calgary

    Senior Licensed Associate, Wealth Management - Calgary, Canada - Blue Chip Recruiting Ltd.

    Blue Chip Recruiting Ltd.
    Blue Chip Recruiting Ltd. Calgary, Canada

    4 days ago

    Default job background
    Full time/Direct Hire
    Description
    Are you a SENIOR ASSOCIATE in wealth management looking for a more entrepreneurial and higher service level role as your next career step? Our very upscale Multi-Family Office client will provide you with a platform to develop your career Our client is expanding their licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.

    Role Description:

    The Senior Investment Associate (Licensed) supports the Multi-Family Office team in Calgary. Reporting to the Portfolio Managers locally, you will leverage your industry knowledge, business development and customer service skills to provide exceptional service levels to the clients and internal partners.

    As the Senior Associate, you will:
    • Complete account processing activities along with more complex activities related to global reporting, and proactive wealth planning
    • Manage client relationships with a commitment to providing extraordinary service
    • Assist with business development by coordinating opportunities, following up on prospective client leads, using 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 comfortable and able to discuss personal information
    • Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors
    • Act as a general resource person for clients (ex: prepare letters, client communication pieces, etc.)
    • Respond 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


    Your education and qualifications include:
    • 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 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.


    "Investment Advisor Associate", "Investment Representative" "Associate Advisor" "Licensed Associate"
  • The Co-operators

    Vice President, Wealth Management

    2 days ago

    The Co-operators Calgary, Canada

    **Position Overview**: · **Company**:CGL · **Number of Positions**: 1 · **Language**: Bilingualism in English and French is an asset. · **Work Model**:Hybrid · **Alternate Title**: n/a · **Additional Information**: · **The Opportunity**: · We are a leading Canadian financial serv ...

  • BDO

    Wealth Coordinator, Wealth Management

    6 days ago

    BDO Calgary, Canada Full time

    Putting people first, every day · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning en ...

  • National Bank

    Wealth Management Associate

    1 week ago

    National Bank Calgary, AB, Canada

    Attendance On-Site Job Number 20212 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Mar-2024 Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Wealth management ...

  • National Bank

    Wealth Management Associate

    1 day ago

    National Bank Calgary, Canada Permanent

    Attendance On-Site Job Number 20212 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Mar-2024 Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Wealth management ...

  • National Bank

    Wealth Management Associate

    3 days ago

    National Bank Calgary, Canada Full time

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, ...

  • Blue Chip Recruiting Ltd.

    Supervisor, Wealth Management

    4 days ago

    Blue Chip Recruiting Ltd. Calgary, Canada Full time/Direct Hire

    Our client, a high profile global Wealth Manager is expanding their team. The Supervisor, Wealth Management is responsible for a wide variety of supervisory, compliance, and risk functions. As a fully licensed Compliance Officer/Branch Manager, you will be accountable for maintai ...

  • NBC

    Wealth Management Associate

    5 days ago

    NBC Calgary, Canada Full time

    Area of Interest: Wealth management A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional cu ...

  • National Bank

    Wealth Management Associate

    8 minutes ago

    National Bank Calgary, Canada OTHER

    · Attendance On-Site · Job Number: 20015 · Category: Professional · Status: Permanent · Type of Contract: Permanent · Schedule: Full-Time · Full Time / Part Time? Full-Time · Posting date: 04-Mar-2024 · Location: Calgary, Alberta · City: Calgary · Province/State: Alberta · Area ...

  • BDO

    Financial Planner, Wealth Management

    4 days ago

    BDO Calgary, Canada Full time

    Putting people first, every day · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning en ...

  • Blue Chip Recruiting Ltd.

    Administrative Associate, Wealth Management

    4 days ago

    Blue Chip Recruiting Ltd. Calgary, Canada Full time/Direct Hire

    Our client, a well-established Family Wealth office, would like to add your amazing IIROC Administrative Associate skills to their team Being Licensed is NOT required but they will support you in taking Industry courses if you are interested. If you are an experienced operations ...

  • Blue Chip Recruiting Ltd.

    Portfolio Management Analyst, Wealth

    4 days ago

    Blue Chip Recruiting Ltd. Calgary, Canada Full time/Direct Hire

    Our client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm's pooled funds and investment operations. We want to help them find YOU: an ambitious BCom/Finance graduate who wants t ...

  • BDO

    Senior Financial Planner, Wealth Management

    4 days ago

    BDO Calgary, Canada Full time

    Putting people first, every day · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning en ...

  • BMO Financial Group

    Wealth Planning Advisor

    4 days ago

    BMO Financial Group Calgary, Canada

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 · **Wealth Planning Advisor** · The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. W ...

  • TD Bank

    Private Banking Associate

    2 days ago

    TD Bank Calgary, Canada

    **Private Banking Associate**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - 421 7th Avenue Southwest · **Employment Type** · - Regular · **City** · - Calgary · **Time Type** · - Full Time · **Province/State** · - Alberta · **Hours** · - 37.5 · * ...

  • Scotiabank

    Scotiamcleod Administrative Assistant, Calgary

    2 days ago

    Scotiabank Calgary, Canada

    Requisition ID: 192200 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...

  • HSBC

    Premium Banker

    1 day ago

    HSBC Calgary, Canada

    -Job description · Opening up a world of opportunity. · We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our uniqu ...

  • Scotiabank

    Scotiamcleod Assistant Branch Manager

    12 hours ago

    Scotiabank Calgary, Canada

    Requisition ID: 150517 · As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecti ...

  • CWB Financial Group

    Private Banker

    12 hours ago

    CWB Financial Group Calgary, Canada

    At · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing ...

  • CIBC

    Private Banking Advisor

    3 days ago

    CIBC Calgary, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Wellington-Altus Private Wealth Inc.

    Associate

    5 days ago

    Wellington-Altus Private Wealth Inc. Calgary, Canada

    **Associate** · **Location**: This position will be based out of our Calgary Office. · **Our organization**: · Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington ...