Wealth Management

General Requirements

  • Highly motivated team player who can work in a fast-paced and dynamic environment
  • Have outstanding interpersonal and relationship management skills with the ability to relate to a wide variety of individuals
  • Driven, determined and ambitious to embark on a demanding and rewarding career

Skills required

  • Strong problem solving and analytical capabilities
  • Excellent communication skills (verbal, written and listening)
  • Strong client-service orientation
  • Understanding of financial markets
  • Ability to deal with conflict & manage relationships
  • Solid leadership skills
  • High ethical standards
  • Strategic & creative thinker
  • Strong MS Office skills (Excel & PP)
  • Canadian Securities Course (CSC), Certified Financial Planner (CFP) or CFA is an asset
  • Life Insurance Licensing an asset
  • Comfort level with complex financial planning software, Bloomberg and Capital IQ
  • GPA is important

Type of Jobs

  • Rotational Programs in some Canadian banks that provide broad exposure to Wealth
  • High Net Worth Investment
  • Investment Advising / Brokerage or Financial Planning
  • Private Banking / Relationship Management
  • Marketing / Product Management
  • Trading / Treasury
  • Portfolio Management
  • Wealth Advisory
  • Sales & Business Development
  • Operations
  • Risk Management

Technical Preparation/Knowledge Building

  • Rotman Curriculum (see Rotman Electives Guide)
  • Follow the markets & economy daily by reading the newspaper (Globe & Mail) & financial magazines & develop a point of view & be able to back it up

Internal Resources

  • Excel Skills – Financial Modeling & Data Manipulation (offered through RO)
  • Technical Interview Preparation (offered through the Career Centre)
  • Market Interview preparation (offered through the Career Centre)
  • RAMA Portfolio Management
  • Rotman Asset Management Association (RAMA) – networking, events, case competitions (e.g. portfolio management & equity research), Rotman Student Investment Fund (RSIF)

External Resources