Wealth Consultant

GlassRatner Executive Search; Calgary, Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm in Calgary is seeking an experienced investments professional to develop and manage relationships with high net worth clients. The role involves providing integrated financial services, including asset management and estate planning. Ideal candidates should have a 7+ years track record in private banking or wealth management and possess strong interpersonal and sales skills. A competitive compensation package is offered.

Qualifications

• 7+ years of relevant experience in financial services required.
• Progressive career in private banking or wealth management.
• Deep knowledge of investment products and asset classes.

Responsibilities

• Sourcing, developing and managing client relationships.
• Providing integrated financial services advice.
• Delivering customized financial solutions to clients.

Skills

Client acquisition and management experience

Interpersonal skills

Sales and marketing abilities

Presentation building and delivery

Education

Undergraduate university degree

CFA and/or CIM

CFP/FEA or graduate degrees

Job description

About Cidel

Cidel (www.cidel.com) is a Canadian based global private bank and asset manager that designs and implements customized financial solutions to help clients build, preserve and transfer wealth. With a strategic network of operations in Canada and internationally, Cidel’s broad range of investment, trust and structuring capabilities provides clients with solutions that are global, innovative, transparent and compliant. In the world of private banking and trust, Cidel is recognized as a dedicated, high calibre advisor with exceptional, longstanding relationships.

About you

Are you an experienced investments professional with investment advisory or financial planning expertise interested in transitioning to a global private bank and asset manager? Are you looking to build your book at a growing firm that will take care of all the wealth needs of your clients? If so, please read on, this is an exciting career opportunity.

Cidel, located in downtown Toronto and Calgary, is looking to hire an experienced professional into their firm. You will be responsible for sourcing, developing and managing client relationships with high net worth and ultra high net worth individuals and families. Along with our talented team, you will provide integrated financial services advice to these clients including asset management, trust & estate planning and liquidity-based lending. You will deliver customised financial solutions to target individual and families, professional service firms and to endowments and foundations. Our client is known for their exceptional service and, what sets them apart, is their ability to integrate and execute on solutions and strategies amongst investment management and wealth planning.

In order to be considered for this role, you will possess the following:

• Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
• 7+ years relevant experience (client acquisition and management experience in financial services)
• Progressive career and successful track record working in private banking/wealth management/portfolio strategy group. Alternatively, you may work in advisory/professional services or philanthropic fundraising role.
• Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients
• Excellent interpersonal, verbal and written communication skills. Second languages are of interest.
• Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.

Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.