Wealth Management Associate in Client Relations
Job in
Guelph, Ontario, Canada
Listed on 2026-04-28
Listing for:
Skyline Group of Companies
Full Time
position Listed on 2026-04-28
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services
Job Description & How to Apply Below
This role involves serving institutional investors while delivering a superior customer service experience. You'll support the Capital Raising efforts, maintain advisor engagement, and ensure compliance with reporting standards. Your ability to solve problems and foster connections will be essential to achieving shared goals within a collaborative environment.
Key Responsibilities:
• Respond to inquiries from institutional investors
• Support Inside Sales and Capital Raising administration
• Deepen client relationships for sustained advisor engagement
• Ensure compliance in all tasks and thorough tracking
• Communicate consistently and effectively
Requirements:
• 4+ years of investment management experience
• Knowledge of exempt market investments essential
• Bachelor’s degree in Finance or related field preferred
• CSC certification required, CPH preferred
• Strong attention to detail and relationship skills
Contribute your investment knowledge and people skills in a company dedicated to sustainable growth and community engagement.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×