Join Skyline Wealth Management as a Licensed Associate, Wealth Solutions, in Guelph or Oakville. This full time role focuses on client relationships and enhancing the investor experience.

The Associate is responsible for engaging with Skyline Wealth Management investors, ensuring timely responses to inquiries, and delivering exceptional service. You'll deepen client relationships, support the Relationship Manager, and contribute to creating meaningful value for customers. This position requires a passion for investment management and at least two years of experience in servicing high-net-worth clients.

Key Responsibilities:
• Act as point of contact for investor inquiries
• Deliver exceptional customer service consistently
• Support identifying new business opportunities




• Maintain client relationship management tools
• Engage with clients through education and advice

Requirements:
• Minimum 2 years of investment management experience
• Knowledge of exempt market investments
• University degree in Business or related field
• Excellent communication and relationship-building skills
• Ability to meet regulatory requirements as a Dealing Representative

Bring your passion and professionalism to elevate the client experience at Skyline Wealth Management.
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📌 Wealth Solutions Associate in Guelph (Ontario)
🏢 skylinegroupofcompanies
📍 Ontario