Sales Assistant, Wealth Solutions

Skyline Group of Companies; Oakville; On-site; CAD 30,000 - 60,000; Full time

Job summary

A premier wealth management firm in Ontario is expanding its Wealth Management team, seeking a passionate candidate for the position of Associate, Wealth Solutions. The role involves managing client relationships, providing exceptional service, and supporting financial advice for high-net worth individuals. Candidates should have relevant experience and a university degree in finance-related fields.

Benefits

Competitive pay

Benefits

Paid volunteer day

Ongoing training

Growth potential

Qualifications

• 2+ years of related investment management experience servicing high-net worth clients.
• Ability to deliver exceptional customer service.
• Capacity to analyze clients' financial status.

Responsibilities

• Act as a point of contact for inquiries from investors.
• Deepen client relationships to maintain engagement.
• Support Relationship Manager in identifying new business.

Skills

Client relationship management

Investment management knowledge

Effective communication

Problem-solving skills

Attention to detail

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.

Job Description

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 - a University 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 of exempt 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.

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, paid volunteer day, 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.