Job Title

Investment and Financial Planning Associate Wise Riddell Private Wealth We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute our success to our principles and personal, long-term approach to financial planning, investing and financial management. Valued relationships are based upon trust; trust is built over time by executing the Wise Riddell processes accurately, on a timely basis, and sincerely intending to provide the client with an extraordinary experience. We are looking for an energetic, selfmotivated individual to deliver exemplary service to all our clients through collaborative efforts with other team members. Responsibilities Gather pertinent information for presentations: Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis. Prepare preliminary investment recommendations for review. Retrieve data from investment managers. Statement preparation and preparation for client reviews in PowerPoint. Review and validate all data and calculations for accuracy and reasonableness. Review presentation past notes and ongoing client meeting notes to decipher tasks and ensure completed on time. Ensure client Vault is updated with statements and presentations. Book & confirm client meetings. Summarize client meeting notes to clients for affirmation. Manage all responsibilities to regulatory guidelines. Provide taxefficient recommendations based on client contributions (RRSPs, TFSAs, RESPs, IPPs & RCAs) through investment products and accounts. Prepare recommendations for reallocations on Universal Life policies under UL model. Monitoring and tracking of client investment history. Become proficient with Zoho, Ndex, Razor, Conquest, Morningstar, and other investment analysis software. Prepare corporate yearend tax packages for clients and proactively send them to accountants at corporate year end. Respond to client/accountant requests in a timely manner. Skills & Qualifications 1-3 years of financial services experience preferred. CSC preferred, but not required. Completion of postsecondary education, preferably in Finance, Math or Business. Intermediate knowledge of investments and investment account types, including RRSP, RESP, TFSA, IPP and RCA vehicles. Understanding of Canadian Taxation rules & regulations. Basic knowledge of insurance products. Strong computer and mathematical skills. Above average organizational and logical/common sense skills. Above average Excel, PowerPoint and online skills. Attention to detail accuracy is a key component of this position. Strong communication skills. Ability to multitask in a sometimeshighpressured environment. A demonstrated passion for the investment industry. Strong problemsolving skills. Proven ability to work collaboratively & effectively. Job Type: Fulltime Permanent. Compensation offered will be commensurate with experience. Location: Oakville, ON - reliably commute or plan to relocate before starting work (required). Work Schedule: Hybrid mix of remote and inoffice work schedule Monday to Friday, 8 hours per day. Education: Post Secondary Bachelors Degree (Preferred) Experience: Investment Services Industry 1-3 years, preferred. We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted. #J-18808-Ljbffr