Responsibilities
Support the Investment Counsellor in managing private client portfolios, preparing financial plans and Investment Policy Statements, rebalancing portfolios, and developing customized investment strategies and proposals. Resolve client inquiries, recommend solutions for complex situations, implement and monitor portfolio action plans, enter trades as directed, and assist with portfolio administration.
Requirements
Requires a university degree and at least two years of experience in a client-facing role at a financial institution. Candidates should be self-directed, organized, strong communicators, able to manage large volumes of information, and demonstrate interpersonal and critical-thinking skills; CIM, CFA, PFP, or CFP completion and experience in trading, tax planning, or portfolio management are preferred.
