Opens an external site
- Employment type
- Full-time
- Experience level
- Lead · 10+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 4 days per week
Job summary
The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to align investment strategies with client goals.
Job details
The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to align investment strategies with client goals. Candidates must have post-secondary education and a professional designation such as CFA or CIM. A minimum of 10 years of Investment Counsellor experience and valid provincial licensing are required.
What you’ll do
The role focuses on providing an exceptional client experience and growing the business by attracting new clients through customized multi-asset solutions. Responsibilities include developing business plans, nurturing client relationships, and collaborating with internal teams to align investment strategies with client goals.
Requirements
Candidates must have post-secondary education and a professional designation such as CFA or CIM. A minimum of 10 years of Investment Counsellor experience and valid provincial licensing are required.
Benefits
- Competitive Compensation
- Benefits Packages
- Wellness Programs
Listed skills
- Leadership · Preferred
- Communication Skills · Preferred
- Client Relationship Management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Client Relationship Management
- Investment Strategy
- Multi-Asset Solutions
- Financial Acumen
- Market Analysis
- Business Planning
- Networking
- Communication Skills
- Portfolio Management
- Entrepreneurial Spirit
- Leadership
- Mentoring
Job areas
- Finance & Accounting
- Sales
- Management & Leadership
- Consulting
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