Career Opportunities

thumb_08We invite qualified, motivated and dynamic individuals to submit their resume and cover letter, including salary expectation.

Please note that all applications, solicited or unsolicited, will be kept on file for twelve months after which they will be destroyed. All applications will be held in strict confidence.

We would like to thank all applicants for their interest in Haywood, however, only qualified candidates accepted for an interview will be contacted. No telephone calls will be accepted.
 
The following positions are currently available:

Fee Based Products Associate

Dec 4, 2018
Department: Retail Sales
Location: Vancouver
DatePosted: Dec 4, 2018
Job Details:

Haywood is currently recruiting for a Fee Based Products Associate. Reporting to the Portfolio Manager and Head of Fee Based Products, the successful candidate will enable all Haywood IAs and their clients an opportunity to invest in an exceptional Separately Managed Account (SMA) platform by April 15, 2019. We aim to construct a varied platform with adequate, diversified Mandates, with an emphasis on low fees and consistent risk-adjusted performance returns.

 

Responsibilities include:

  • Assist Head of Fee Based Products in all functions related to Fee Based Accounts, Managed Accounts and the SMA platform and be a key driving force in helping move forward all three account offerings.
  • Initially on the SMA front, the candidate will play a major role in implementing the new portfolio management software (CGI Wealth360) and its interface with Haywood’s book of record. The candidate will also assist the Portfolio Manager and the Haywood SMA Advisory Committee in background research towards selecting third party managers, a suite of in-house ETF portfolios and White Label Mandates. The role will also require the candidate to engage in on ongoing manager performance review and replacement.
  • The candidate with help Haywood in educating IAs, their assistants and their clients on the benefits of SMA accounts / software data management and bulk trading in Wealth 360. / marketing ideas / fee generation / and eventually statement processing.
  • Concurrently, the candidate will assist the Portfolio Manager in all aspects of improving the current Fee Based and Managed Account offerings from an ongoing supervision and monitoring basis. On this front the candidate will work closely with Financial Accounting and Compliance.

Job Requirements:

  • Undergraduate degree completed.
  • Recently passed the Canadian Securities Course and CPH.
  • Ideally the candidate would have passed the 90-day training program by our April 15, 2019 implementation date and be fully registered to trade.
  • Completion of Level One CFA would be an asset.
  • An advanced level of Excel and Power Point skills and two years of work experience in the financial industry.
  • A quick learner who can complete independent tasks efficiently while working in a dynamic group in a fast-paced environment.
  • Must possess strong communication, organizational and management skills.
  • Some knowledge of Broadridge and a Portfolio Management software (CGI-Wealth360 / Advent / Croesus) is preferred.

 

If your background and experience is well suited to this role, please submit your resume and cover letter to careers@haywood.com quoting position title in the subject line by Friday December 14th.

 

We would like to thank all candidates for their interest in this position however, only qualified candidates will be contacted.