Associate Investment Counsellor
$56,000–$103,500 year
On-site · Edmonton, Alberta, Canada
Job Summary
Manage client portfolios and develop investment strategies aligned with each client’s investment policy statement, asset allocation, and financial plans. Implement client strategies through investment portfolios, monitor performance, and generate new business via referrals and personal network.Collaborate with branch and regional teams to identify referrals, support achievement of business development and compliance targets, and enhance the client experience through strong relationship management. Produce regular and ad-hoc reports and dashboards, ensure risk management and regulatory compliance, and communicate investment strategies to clients based on their personal and financial situations.
Required Qualifications
- Certified Financial Planner (CFP) designation
- Registered Investment Counselor (RIC) and/or Portfolio Management (PM) in the operating jurisdiction
- In-depth experience in discretionary money management for High Net Worth Individuals (HNW)
- In-depth business development experience with successful track record
- Post-secondary degree in related field of study or equivalent experience
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