Sales Assistant, Wealth Management

skylinegroupofcompanies; Oakville; On-site; CAD 59,000 - 72,000; Full time

Job summary

Skyline Wealth Management, a division of Skyline Group of Companies, is seeking a Licensed Associate, Wealth Solutions to manage client relationships and deliver exceptional service in a fast-paced environment. This full-time role is based in Guelph or Oakville, ON and offers a starting salary plus commission.

You will be the primary contact for investors, deepen relationships, coordinate with the Relationship Manager, and ensure compliance with regulatory requirements to support sustainable

Qualifications

• University degree in Business, Economics, Accounting or Finance (preferred).
• CSC certification required for regulatory compliance.
• CPH certification preferred for Exempt Market Dealer eligibility.
• At least 2 years of investment management experience for high-net-worth clients.

Responsibilities

• Act as a primary contact for inquiries from Skyline Wealth Management investors.
• Deepen client relationships to maintain investor engagement and value.
• Support the Relationship Manager in identifying new business with existing investors.
• Track sales activities and manage client data in CRM tools, like Salesforce.

Skills

Passion

Knowledge

Experience

Professionalism

Personality

Communication

Engagement

Diligence

Education

University Degree in Business, Economics, Accounting, or Finance

CSC required

CPH preferred

Tools

Salesforce

Job description

Are you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a LicensedAssociate, Wealth Solutions.

Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This full-time position will be located in Guelph or Oakville, ON.

Compensation

Starting at $65,000.00 annually plus commission.

The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquires from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain investor engagement and where applicable, support the Relationship Manager in identifying new business with existing investors, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

What we look for:

• Passion -for investment management,financeand economics.
• Knowledge- of exempt market investmentsand holistic financial planning.
• Experience- at least 2 years relatedinvestment management experience servicing high-net worth clients and offering financial advice.You also have the ability to problem solve effectively and plan independently.
• Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
• Personality - you're the individualwith agreat sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last.
• Communication- you can build and solidify investor relationships through regular and consistent communication via email,phone calls or in-person meetings.
• Engagement- you love the process of qualifying investors and taking them through the entire sales process from education and information to advice on investing.You know how to analyze each client’s financial status anddiscuss their financial options with ease.
• Diligence- you understand that being thoroughis crucial and strong attention to detail is a must when tracking sales activitiesin Client Relationship Management (CRM) tools, likeSalesforce.
• Education- aUniversity Degree in Business, Economics, Accounting, or Finance is preferred, and the ability to meetall regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer.CSC required and CPH preferred.

Why you want to work here:

• You are the epitome of a people person and much like your humble demeanor, providing excellent customer service is what will make you successful here.
• You want to thrive in an atmosphere built on strong relationships, hard work and quality service.
• You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
• You get a thrill from working with a great team of co-workers and truly enjoy collaborating with others.
• Sharing your love ofexempt market products with others is whatgets you out of bed in the morning.
• Workingfor a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here.

Why Skyline?

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

We offer our employees competitive pay, benefits, time-off for volunteering opportunities, on-going training, growth potential and so much more! Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

We are an equal opportunity employer committed to diversity and accessibility. Accommodations are available upon request by contacting Skyline Human Resources at [e-mail].