Wealth Management Associate for High-Net-Worth Clients

Wellington-Altus; Calgary; On-site; CAD 85,000 - 115,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.

The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.

Qualifications

• Minimum 5+ years in wealth management in a direct client support role.
• Bachelor’s degree in finance, business, economics, or related field.
• Registered Representative (RR) license in good standing.
• Completion of the Wealth Management Essentials (WME) program.
• CFP or PFP designation is an asset.
• Life and A&S insurance licensing is an asset.
• Strong understanding of financial markets and wealth management strategies.
• Knowledge of investment industry rules and compliance.

Responsibilities

• Manage and nurture relationships with high and ultra-high-net-worth clients.
• Assist Senior Portfolio Managers to deliver wealth management services.
• Prepare client meetings, agendas, and materials; follow up with clients.
• Attend client meetings as requested.
• Collaborate with planners, associates, and traders to deliver bespoke solutions.
• Contribute to best practices and improve processes and policies.
• Maintain up-to-date client records and CRM documentation.
• Ensure compliance with regulatory requirements and firm policies.

Skills

Interpersonal skills

Client relationships

Analytical skills

Detail-oriented

Team player

Time management

Excel proficiency

CRM software

Education

Bachelor's degree in finance/business/economics

RR licensing

Wealth Management Essentials (WME)

CFP/PFP (asset)

Life & A&S insurance licensing (asset)

Tools

Conquest

Maximizer

Excel

Job description

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.

The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.