Are you passionate about making a meaningful difference in the lives of others? Do you thrive in a dynamic, collaborative environment where excellence is the standard? Are you seeking a long-term career where you can grow, contribute, and truly make an impact? If so, we want to meet you.
We are an elite wealth management office that specializes in working with professional clients, primarily physicians, offering a level of service that goes beyond traditional financial advisory. Our mission is to get things done for our clients, acting as a multi-family office that delivers comprehensive, solutions-focused support tailored to clients’ unique needs & aspirations.
We're looking for a driven & compassionate Associate to join our diverse and dedicated team. This is more than a job; it’s a career opportunity to be part of a team that values trust, teamwork, and the impact we have on the lives of our clients, partners & community.
- Proficiency in Microsoft Office Suite, particularly Excel, for data analysis and financial modeling.
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines in a fast-paced environment.
- Strong analytical skills with a keen eye for detail.
- Excellent communication and interpersonal skills to interact with clients and team members effectively.
- A proactive approach to problem-solving and decision-making.
Education and Experience:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is an asset.
- Relevant experience in financial-planning, wealth management will be considered an asset.
What We’re Looking For:
- A passion for excellence and delivering meaningful results.
- A knack for building deep, lasting relationships with clients and team members.
- Exceptional analytical and problem-solving skills, with the ability to anticipate client needs.
- Strong communication and interpersonal skills to work effectively in a team-oriented environment.
- A genuine desire to build a career, not just a job, in an environment where you can grow and make a lasting impact.
- Relevant experience in investment management, financial services, or multi-family office settings is an asset.
Bluteau Caseley Wealth Management of National Bank Financial Wealth Management 5657 Spring Garden Road Halifax, Nova Scotia B3J 3R4
Iuliia Zakharets iuliia.zakharets@nbc.ca Preferred Contact: Email
