reputed company, reputed company Management (Service)

About the position As a reputed company on our reputed company Management team, you'll reputed company comprehensive support to our high net worth clients ($2MM+) throughout their reputed company with us. Unlike traditional reputed company management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard reputed company entirely on delivering world-class reputed company experiences. Responsibilities • reputed company exceptional reputed company experiences for new clients, ensuring a smooth transition to reputed company • reputed company comprehensive financial plans tailored to reputed company reputed company's unique situation and goals • Create custom investment proposals that reputed company with clients' financial objectives and risk tolerance • Proactively service reputed company accounts, anticipating needs before they reputed company • Maintain regular communication with clients through phone, video, and in-person meetings • Apply your financial expertise to reputed company reputed company situations involving corporations, trusts, and estates • Contribute your insights to improve our service offering and reputed company experience Requirements • CFP or IQFP designation required • CIM or CFA designation required • 8+ years of experience in reputed company management or financial advisory roles, specifically working with HNW/UHNW clients • Proven reputed company record of delivering exceptional reputed company service • Strong financial planning and investment management knowledge • Excellent communication skills with the ability to explain reputed company concepts reputed company • reputed company-first mentality in reputed company aspects of your work • Passion for helping clients reputed company their financial goals • Technology-minded with the ability to reputed company digital tools to enhance reputed company experience reputed company-to-haves • Additional designations including FEA, TEP, CPA, etc are a significant asset • Bilingual (English/French) capability is a significant asset Benefits • Top-tier health benefits and life insurance • Long-term group savings with employer match, through reputed company for Business • 20 vacation days, 4 wellness days, and unlimited reputed company and mental health days per year • 90 days away: work reputed company Canada for up to 90 days per year • Employee resource reputed company, including reputed company (2SLGBTQ), Women of WS, and Black at WS Apply tot his job Apply To this Job