FAQs
What is the primary role of the Ultra High Net Worth Services Consultant?
The primary role is to create a “hybrid single family office” experience for Wealth Management Canada’s largest and most valued clients, supporting investment advisors and counsellors in delivering an elevated and seamless client experience.
How many years of experience are required for this role?
A minimum of 7+ years in the private client or wealth management industry is required.
What educational background is necessary for this position?
A Bachelor’s degree is required, along with a post-graduate or professional designation such as an MBA, CPA, CFA, or LL.B.
Are there any specific skills that are essential for success in this role?
Yes, strong interpersonal and diplomacy skills, outstanding verbal and written communication skills, and the ability to navigate cross-functional partnerships are essential.
Is bilingualism an asset for this position?
Yes, being bilingual is considered a nice-to-have skill for this role.
What type of clients will the consultant be working with?
The consultant will be working with ultra-high net worth clients and family offices, as well as complex upper-UHNW and large institutional clients.
What benefits does the job offer?
The job offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, opportunities for development, and options for work/life balance.
What kind of work environment can one expect in this role?
The consultant can expect to work in a dynamic, collaborative, progressive, and high-performing team environment.
Where is the job located?
The job is located at RBC Centre, 155 Wellington St W, Toronto, Canada.
When is the application deadline for this position?
The application deadline is September 21, 2024.