Investment Advisor /Portfolio Manager
Top Benefits
About the role
About Us:
Acumen is a client-focused firm providing comprehensive wealth management and capital
markets services and advice. We are 100% employee-owned and truly independent, meaning
we place our clients' interests at the forefront of our operations.
Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We
pursue well-vetted investment opportunities, always intending to provide excellent returns for
our clients. We value entrepreneurship, accountability, and responsible corporate citizenship.
These values guide each team member's efforts to ensure our services and advice result in
optimal returns on your investments.
About the Role:
As an Investment Advisor, you'll be responsible for helping clients meet their financial goals.
You'll provide tailored financial advice and develop investment strategies that fit our clients'
individual financial needs. We're seeking a professional with a strong client base who has the
ability to maintain and expand professional relationships. A minimum of 5+ years of experience
in a similar role is required.
What You Bring:
● At least 5+ years of experience in a similar position.
● A solid client base that reflects your skill in building and growing professional
relationships.
● In-depth knowledge of wealth management services.
● A proactive attitude and the ability to work on your own.
Role Responsibilities:
● Develop and manage client relationships, understand their objectives, and design
strategies to help them reach those goals.
● Offer comprehensive wealth management advice to meet the diverse needs of clients.
● Maintain and build your client base by growing your client base and retaining existing
ones.
● Actively participate in team meetings and training sessions.
● Stay informed about the latest financial services and products, as well as the overall
financial market Landscape.
What We Offer:
● A chance to build your business under our banner, with industry-leading support and
training.
● Best in-class operational platform.
● Access to a comprehensive range of wealth management products and services.
● A supportive work environment that drives growth and success.
● If you're ready to advance your career and make a significant contribution in a dynamic,
employee-owned firm, apply today to join us at Acumen Capital Partners.
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.
Investment Advisor /Portfolio Manager
Top Benefits
About the role
About Us:
Acumen is a client-focused firm providing comprehensive wealth management and capital
markets services and advice. We are 100% employee-owned and truly independent, meaning
we place our clients' interests at the forefront of our operations.
Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We
pursue well-vetted investment opportunities, always intending to provide excellent returns for
our clients. We value entrepreneurship, accountability, and responsible corporate citizenship.
These values guide each team member's efforts to ensure our services and advice result in
optimal returns on your investments.
About the Role:
As an Investment Advisor, you'll be responsible for helping clients meet their financial goals.
You'll provide tailored financial advice and develop investment strategies that fit our clients'
individual financial needs. We're seeking a professional with a strong client base who has the
ability to maintain and expand professional relationships. A minimum of 5+ years of experience
in a similar role is required.
What You Bring:
● At least 5+ years of experience in a similar position.
● A solid client base that reflects your skill in building and growing professional
relationships.
● In-depth knowledge of wealth management services.
● A proactive attitude and the ability to work on your own.
Role Responsibilities:
● Develop and manage client relationships, understand their objectives, and design
strategies to help them reach those goals.
● Offer comprehensive wealth management advice to meet the diverse needs of clients.
● Maintain and build your client base by growing your client base and retaining existing
ones.
● Actively participate in team meetings and training sessions.
● Stay informed about the latest financial services and products, as well as the overall
financial market Landscape.
What We Offer:
● A chance to build your business under our banner, with industry-leading support and
training.
● Best in-class operational platform.
● Access to a comprehensive range of wealth management products and services.
● A supportive work environment that drives growth and success.
● If you're ready to advance your career and make a significant contribution in a dynamic,
employee-owned firm, apply today to join us at Acumen Capital Partners.
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.