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Investment Associate, Wealth Solutions

We’re expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of Investment Associate, Wealth Solutions. Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This position will be located at our Head Office in Guelph, Ontario

Job Description:

As an Investment Associate, Wealth Solutions you will work closely with the entire Wealth Solutions team to provide customer care to existing investors while striving to initiate, develop, and foster a network of new investors through referrals. You will utilize your relationship management skills and financial planning experience to secure and grow strong client portfolios. As a Skyliner you will support the company’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.  

What we look for in a candidate:

  • A passion for investment management and strong knowledge of finance, economics and general business principles.
  • Knowledge of investments and proven experience in providing financial planning advice.
  • Ability to track sales activities, new relationships and opportunities in the Client Relationship Management (CRM) tool – Salesforce.
  • Knowledge of Financial planning software and applications.
  • A University Degree (Business, Economics, Accounting, Finance) and at least 3 years related investment management experience.
  • Completion of Canadian Securities course and ability meets all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer.
  • Life Licensing Qualification Program (LLQP) is an asset.

Why you want to work here:

  • You are the epitome of a people person and much like your humble and professional demeanor, providing excellent customer service comes second nature to you.
  • Relationships are important to you and you know how to build trust.
  • You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
  • You get a thrill from working with a great team and enjoy collaborating with others.
  • Skyline is the best in it’s class for premium wealth planning and you want to work for the best.
  • Working for a growing company that supports environmental stewardship and social responsibilities is a must for you.
  • You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.

The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of its properties.

We offer our employees competitive pay, benefits, RSP match program, paid volunteer day, on-going training, growth potential and so much more.  Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities. 

Come be a part of Skyline – Building Careers and Communities!

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