Top Benefits
About the role
Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for an Investment Advisor Assistant to join our team. This role supports the success and growth of Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, supporting compliance requirements, and maintaining an effective and efficient work environment.
The successful candidate must be detail oriented, and able to work independently as well as in a team. Superior time management and organization ability is required as additional responsibilities include maintaining a client database, reviewing transactions, and providing client service through taking and placing trade orders as required. A personable approach and demonstrated ability to build rapport and strong client relationships is essential.
The role is an in-office role with the possibility of a portion of working time performed as remote work after the first 6 months of employment.
Education & Experience Requirements:
- Licensed as an Investment Representative with CIRO
- A minimum (2) two years in the financial industry is required
- A solid understanding of Canadian and US Equity markets
- Superior Email, Calendar and Time Management skills
The successful candidate will create a client focused experience with strong verbal and written communication skills that capture the professional presence and client first culture of our organization.
About Acumen Capital Partners
Our goal is to see you reach your financial goals. Acumen Capital Partners is a client-focused firm providing comprehensive wealth management and capital markets services and advice. Acumen is 100% employee-owned and truly independent. We are focused on providing individualized and comprehensive financial advice to Canadians from coast-to-coast. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients.
Top Benefits
About the role
Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for an Investment Advisor Assistant to join our team. This role supports the success and growth of Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, supporting compliance requirements, and maintaining an effective and efficient work environment.
The successful candidate must be detail oriented, and able to work independently as well as in a team. Superior time management and organization ability is required as additional responsibilities include maintaining a client database, reviewing transactions, and providing client service through taking and placing trade orders as required. A personable approach and demonstrated ability to build rapport and strong client relationships is essential.
The role is an in-office role with the possibility of a portion of working time performed as remote work after the first 6 months of employment.
Education & Experience Requirements:
- Licensed as an Investment Representative with CIRO
- A minimum (2) two years in the financial industry is required
- A solid understanding of Canadian and US Equity markets
- Superior Email, Calendar and Time Management skills
The successful candidate will create a client focused experience with strong verbal and written communication skills that capture the professional presence and client first culture of our organization.
About Acumen Capital Partners
Our goal is to see you reach your financial goals. Acumen Capital Partners is a client-focused firm providing comprehensive wealth management and capital markets services and advice. Acumen is 100% employee-owned and truly independent. We are focused on providing individualized and comprehensive financial advice to Canadians from coast-to-coast. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients.