Morgan Stanley

Wealth Management Associate

Morgan Stanley

Toronto, ON, Canada
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Morgan Stanley, we are looking for a Wealth Management Associate to join our team. We are seeking a highly motivated individual who is passionate about working with clients and helping them achieve their financial goals. The ideal candidate will have excellent communication skills, a strong financial background, and the ability to think strategically. They should also have the ability to work independently and as part of a team in a fast-paced environment.The successful candidate must have a Bachelor's degree in Finance, Economics, or a related field, at least two years of experience in a financial services role, and hold a Series 7 and Series 66 license. We also value experience in client service, financial planning, and portfolio management. If you have these qualifications and are excited to join our team, we invite you to apply!

Where is this job?
This job is located at Toronto, ON, Canada
Job Qualifications
  • Strong Communication Skills

  • Bachelor's Degree In Finance Or Related Field

  • Ability To Handle Multiple Tasks

  • Excellent Interpersonal And Customer Service Skills

  • Financial Analysis And Research Experience

  • Knowledge Of Investments And Portfolio Management

  • Knowledge Of Banking And Trust Operations

  • Knowledge Of Federal And State Regulations

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Communication

  • Sales

  • Client Service

  • Analytics

  • Portfolio Management

  • Teamwork

  • Regulatory compliance

  • Market analysis

  • Client Relations

  • Asset allocation

  • Investment Research

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Associate in Toronto, ON, Canada is between $48,000 and $80,000 per year. The exact salary range can vary depending on factors such as the size of the firm, the type of investments managed, and the level of responsibility of the position.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeAugust 19th, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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