Associate, Capital Raising

The Skyline Group of Companies•Guelph, ON

17d•$65,000•Onsite

About The Position

The Associate, Capital Raising is responsible for acting as a point of contact for all inquires from Skyline Wealth Management Institutional Investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain advisor engagement, support Inside Sales and Regional Vice President, Capital Raising in administrative processes, ensuring compliance and reporting, and acting as a point of contact for advisors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

Requirements

Passion - for investment management, finance and economics.
Knowledge - of exempt market investments and holistic financial planning.
Experience - at least 4 years related investment management experience servicing high-net worth clients and offering financial advice. You also have the ability to problem solve effectively and plan independently.
Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last.
Communication - you can build and solidify investor relationships through regular and consistent communication via email, phone calls or in-person meetings.
Diligence - you understand that being thorough is crucial and strong attention to detail is a must when tracking sales activities in Client Relationship Management (CRM) tools, like Salesforce.
Education - a University Degree in Business, Economics, Accounting, or Finance is preferred, and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. CSC required and CPH preferred.

Nice To Haves

CPH preferred

Responsibilities

Acting as a point of contact for all inquires from Skyline Wealth Management Institutional Investors
Delivering an exceptional and consistent customer service experience
Deepening the client relationship to maintain advisor engagement
Support Inside Sales and Regional Vice President, Capital Raising in administrative processes
Ensuring compliance and reporting
Acting as a point of contact for advisors
Supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities