Bilingual Wealth Associate
Industry
Administration
Accounting & Finance
Location
New Brunswick
Bilingual Wealth Associate
Moncton, NB
Reference # HL-OMG-7981
Owens MacFadyen Group (OMG) is one of the largest independent wealth management companies in Canada. OMG delivers comprehensive wealth management services to high-net-worth clients, specifically business owners, professionals and executives. Since 1995, their unique team-based approach has enabled their clients to achieve their personal and financial goals, for the benefit of themselves, their families, and their communities.
OMG is committed to its clients and its people. They deliver their services from four offices in Halifax, Saint John, Moncton & Toronto to clients across Canada. Now, during a period of growth, we are partnering with OMG looking to bring a Bilingual (English/French) Wealth Associate to their team in Moncton.
Responsibilities will include:
The ideal candidate will possess:
Benefits of working with Owens MacFadyen Group (OMG):
To express interest in this opportunity please apply online by clicking “Apply Now” below:
For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
Moncton, NB
Reference # HL-OMG-7981
Owens MacFadyen Group (OMG) is one of the largest independent wealth management companies in Canada. OMG delivers comprehensive wealth management services to high-net-worth clients, specifically business owners, professionals and executives. Since 1995, their unique team-based approach has enabled their clients to achieve their personal and financial goals, for the benefit of themselves, their families, and their communities.
OMG is committed to its clients and its people. They deliver their services from four offices in Halifax, Saint John, Moncton & Toronto to clients across Canada. Now, during a period of growth, we are partnering with OMG looking to bring a Bilingual (English/French) Wealth Associate to their team in Moncton.
Responsibilities will include:
- 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.
The ideal candidate will possess:
- 5+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administration.
- Canadian Securities Course (CSC) & Conduct and Practices Handbook Course (CPH) (Licensed IR or RR) required.
- Dynamics 365.
- WME and Life Insurance experience considered strong assets.
- Strong administrative background.
- Proficiency in Microsoft Applications (Excel – advanced).
- High attention to detail.
- Professionalism when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyers.
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.
To express interest in this opportunity please apply online by clicking “Apply Now” below:
For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
