Overview
Wealth Associate Jobs in St. Andrews – New Brunswick at impact wealth
Title: Wealth Associate
Company: impact wealth
Location: St. Andrews – New Brunswick
Category: Finance & Banking
Location: St. Andrews
Wealth Associate If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic 360° Impact
TM processdelivers tailored investment, insurance and planning solutions to meet the unique needs of our clients. To reinforce our commitment to social, environmental and financial results, in 2022 we became the first certified Benefit Corporation (B Corp) wealth advisor in Atlantic Canada and a recognized “Best for the World” employer. B Corps are driving a global movement of people who use business as a force for good to support a more just, equitable and sustainable future.
The Opportunity We’re looking for a talented Wealth Associate to
join our growing team
in our newly renovated office in the beautiful seaside resort town of Saint Andrews, New Brunswick. Our team enjoys a
modern
, hybrid working office and flexible approach to
work-life balance
. In this important role, you will work closely with our
experienced team
to deliver personalized solutions for our clients.
Your responsibilities will span across various parts of our business including: wealth management,
client relationship
management, financial planning, investment processing, and operational support. Through your dedication and expertise, you will contribute to our mission of igniting financial confidence.
What you will be doing
1.
Client Relationship
Management Cultivate and maintain strong relationships with clients by delivering
exceptional service
and proactive the primary point of contact for client inquiries, addressing needs promptly and effectively.
Conduct client reviews to understand their goals and values.
Maintain our CRM and client service matrix with accuracy and efficiency.
2.
Financial Planning Assist in the development and implementation of comprehensive financial plans tailored to each client’s unique circumstances and goals.
Conduct in-depth analyses of clients’ financial situations, including cash flow,
retirement planning
, tax considerations, business succession and family legacy planning.
Collaborate with wealth advisors to identify opportunities for optimizing clients’ financial positions and achieving their long-term objectives.
3.
Investment Analysis
& Processing
· Conduct research and analysis on investment & insurance solutions.
· Assist in constructing diversified investment portfolios aligned with clients’ risk profiles, investment objectives, and
sustainability
considerations.
· Monitor and make recommendations on investment performance and market trends.
· Investment and insurance processing including: equities, fixed income, private equity and cash-building life insurance solutions.
4.
Operational Support Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
Coordinate with internal & external teams to execute client transactions, including account openings, transfers, and asset allocations.
Maintain accurate records and documentation in compl…
