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
