Wealth Associate

Owens MacFadyen Group (OMG) is a boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes. 

OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality, and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people and growing. Our four offices include: Toronto, Halifax, Saint John & Moncton.

We are currently seeking a Wealth Associate in our Halifax office.

Key Responsibilities:

• Administrative tasks
• Client communication
• Advisor practice management including workflow, scheduling, and prioritization
• Manage & process all areas of client service: Annual Review preparation, Deposits and withdrawals, buying/selling etc...
• Manage & process all areas of wealth account opening cycle, client updates and life insurance application cycle
• Reception back up
• 100% in office

Desired Skills and Experience:

• 5+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administration
• Must hold: Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (Licensed IR or RR)
• Dynamics 365
• WME considered a strong asset
• Life Insurance experience considered a strong asset
• Desire to grow and expand capabilities & responsibilities
• Willing to pursue ongoing education
• Strong administrative background
• Strong proficiency in Microsoft Applications (Excel - advanced)
• High performer with high attention to detail
• Is professional when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyers
• Self-Management with little supervision

Benefits of working with Owens MacFadyen Group (OMG)

• Competitive compensation and comprehensive benefits program
• Positive culture where team members are valued and respected
• Innovative and collaborative work environment
• Investment in ongoing professional development
• Commitment to and supportive of community involvement
• Work-life balance