Business Partner, Private Wealth

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal : helping advisors build a better business through a remarkable client experience.

With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Private Wealth team is currently growing! We’re seeking a Business Partner, Private Wealth someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with High-Net-Worth Clients.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

At Investment Planning Counsel, we’ve designed every aspect of the Business Partner, Private Wealth role with you in mind.

What is the role of the Business Partner, Private Wealth

• Build and maintain relationships with our High-Net-Worth Clients
• Manage and maintain client annual review schedule keeping stakeholders informed
• Effectively manage marketing efforts for Private Wealth Sales including with Advisor recognition and rewards
• Prepare proposals and accompanying investment policy statements
• Keep internal stakeholders informed of the progress of client’s business and program details
• Facilitate on-site events including Accreditation and Due Diligence new Advisors
• Identify and proposed improvements to the Private Wealth program utilizing a continuous improvement approach
• Managing internal department sales, pipeline reporting and expense filings

What traits and competencies should a Business Partner, Private Wealth possess?

• Relationship-building skills with a commitment to establishing long-term relationships
• Ability to acknowledge and own inquiries through to resolution
• Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
• Process-driven with ability to use strong organizational skills
• Ability to prioritize and multi-task effectively to deal with tight deadlines and competing priorities in a fast-paced environment
• Ability to think critically and use sound judgment

What are the preferred qualifications for a Business Partner, Private Wealth

• 5+ years financial services experience specifically investment management and / or retail advisor experience with offering managed money
• Bachelor’s degree, preferably with a specialization in business or marketing ro a related field
• Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation is an asset
• Proven creative problem-solving approach and strong analytical skills
• Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
• Proficiency in Office 365

What is # lifeatIPC?

• Awesome support in providing industry-leading training to help you succeed in your role
• Awesome community involvement opportunities through IPC Cares
• Awesome perks : benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
• Awesome recognition : kudos, all-star program, rising star, and the circle of excellence
• Awesome Leadership teams that know your name
• Awesome hybrid working environment
Il y a 14 jours