Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Job Title: Commercial Account Manager
Location: Canada - Remote
Salary Range: $90K - $120K base
About the Company: We are working with a leading wealth management company in Canada. They are looking for a Commercial Account Manager to join their team.
Your main task will be handling banking applications, client paperwork, and communication among clients, our team, and banks. You'll ensure all documents are complete, track progress, and keep records organized. Plus, you'll provide top-notch service and assist with administrative duties.
Roles & Responsibilities:
- Check banking applications and documents for completeness
- Keep track of progress and report on it
- Stay in touch with advisors, banks, and clients to keep things moving
- Flag any problems for our leadership team to solve
- Maintain organized records and files
- Offer great customer service and build strong relationships
- Help out with other tasks as needed
Requirements:
- Know-how in financial services; experience in insurance and planning is a bonus
- Detail-oriented and organized
- Can handle a fast-paced environment
- Good at managing time and solving problems
- Self-motivated and can work independently
- Friendly and good at communicating
- Familiar with Word, Excel, and Outlook
- Shows maturity and professionalism
If this sounds like you then please apply!
**Please note - only qualified applicants will be contacted.
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