{"id":7803,"date":"2021-07-29T13:32:57","date_gmt":"2021-07-29T13:32:57","guid":{"rendered":"https:\/\/inside.rotman.utoronto.ca\/career-services\/?page_id=7803"},"modified":"2021-08-11T21:23:51","modified_gmt":"2021-08-11T21:23:51","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row content_width=&#8221;grid&#8221; css=&#8221;.vc_custom_1446025817562{padding-top: 71px !important;padding-bottom: 80px !important;}&#8221;][vc_column]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>General Requirements<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Highly motivated team player who can work in a fast-paced and dynamic environment<\/li>\n<li>Have outstanding interpersonal and relationship management skills with the ability to relate to a wide variety of individuals<\/li>\n<li>Driven, determined and ambitious to embark on a demanding and rewarding career<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Skills required<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Strong problem solving and analytical capabilities<\/li>\n<li>Excellent communication skills (verbal, written and listening)<\/li>\n<li>Strong client-service orientation<\/li>\n<li>Understanding of financial markets<\/li>\n<li>Ability to deal with conflict &amp; manage relationships<\/li>\n<li>Solid leadership skills<\/li>\n<li>High ethical standards<\/li>\n<li>Strategic &amp; creative thinker<\/li>\n<li>Strong MS Office skills (Excel &amp; PP)<\/li>\n<li>Canadian Securities Course (CSC), Certified Financial Planner (CFP) or CFA is an asset<\/li>\n<li>Life Insurance Licensing an asset<\/li>\n<li>Comfort level with complex financial planning software, Bloomberg and Capital IQ<\/li>\n<li>GPA is important<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Type of Jobs<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Rotational Programs in some Canadian banks that provide broad exposure to Wealth<\/li>\n<li>High Net Worth Investment<\/li>\n<li>Investment Advising \/ Brokerage or Financial Planning<\/li>\n<li>Private Banking \/ Relationship Management<\/li>\n<li>Marketing \/ Product Management<\/li>\n<li>Trading \/ Treasury<\/li>\n<li>Portfolio Management<\/li>\n<li>Wealth Advisory<\/li>\n<li>Sales &amp; Business Development<\/li>\n<li>Operations<\/li>\n<li>Risk Management<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Technical Preparation\/Knowledge Building<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Rotman Curriculum (see Rotman Electives Guide)<\/li>\n<li>Follow the markets &amp; economy daily by reading the newspaper (Globe &amp; Mail) &amp; financial magazines &amp; develop a point of view &amp; be able to back it up<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>Internal Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Excel Skills \u2013 Financial Modeling &amp; Data Manipulation (offered through RO)<\/li>\n<li>Technical Interview Preparation (offered through the Career Centre)<\/li>\n<li>Market Interview preparation (offered through the Career Centre)<\/li>\n<li>RAMA Portfolio Management<\/li>\n<li>Rotman Asset Management Association (RAMA) \u2013 networking, events, case competitions (e.g. portfolio management &amp; equity research), Rotman Student Investment Fund (RSIF)<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;]\n<blockquote class=\"qodef-blockquote-shortcode\"  >\n\t<h4 class=\"qodef-blockquote-text\">\n\t<span>External Resources<\/span>\n\t<\/h4>\n<\/blockquote>[vc_empty_space height=&#8221;30px&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Canadian Securities Institute &#8211; Canadian Securities Course (CSC) or Certified Financial Planner designation (CFP) <a href=\"https:\/\/www.csi.ca\/student\/en_ca\/home.xhtml\" target=\"_blank\" rel=\"noopener\">https:\/\/www.csi.ca\/student\/en_ca\/home.xhtml<\/a><\/li>\n<li>CFA Institute <a href=\"https:\/\/www.cfainstitute.org\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cfainstitute.org\/<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;30px&#8221;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row content_width=&#8221;grid&#8221; css=&#8221;.vc_custom_1446025817562{padding-top: 71px !important;padding-bottom: 80px !important;}&#8221;][vc_column][vc_empty_space height=&#8221;30px&#8221;][vc_column_text] Highly motivated team player who can work in a fast-paced and dynamic environment&#8230;<\/p>\n","protected":false},"author":746,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full-width.php","meta":{"footnotes":""},"class_list":["post-7803","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7803","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/users\/746"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/comments?post=7803"}],"version-history":[{"count":4,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7803\/revisions"}],"predecessor-version":[{"id":8651,"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/pages\/7803\/revisions\/8651"}],"wp:attachment":[{"href":"https:\/\/inside.rotman.utoronto.ca\/career-services\/wp-json\/wp\/v2\/media?parent=7803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}