Investment Advisor/ Portfolio Manager
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- ● Minimum of 5+ years of experience in a similar role.
- Posting language
- English
- Posted
Original job description
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 help clients achieve their financial goals. You'll provide
personalized financial advice and develop investment strategies that align with our clients'
unique financial objectives. We're looking for a professional with a strong client base, capable of
maintaining and expanding professional relationships.
What You Bring:
- Minimum of 5+ years of experience in a similar role.
- A strong client base showcasing your ability to maintain and expand professional
relationships.
- Deep understanding of wealth management services.
- Proactive approach, with the ability to work independently.
Responsibilities:
- Develop and manage relationships with clients, understand their goals, and create
strategies to help them achieve those goals.
- Provide comprehensive wealth management advice to meet the diverse needs of clients.
- Maintain and build your client base by prospecting new clients and retaining existing
ones.
- Actively participate in team meetings and training sessions.
- Continuously stay updated with the latest financial services and products and the overall
financial market scenario.
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 culture that drives growth and success.
- If you're ready to take a leap in your career and make a significant impact in a dynamic,
employee-owned firm, apply today to join us at Acumen Capital Partners.
More about this job
Responsibilities
Develop and manage client relationships, understand clients’ financial goals, and create investment strategies and comprehensive wealth management advice tailored to their needs. Build and retain a client base through prospecting, participate in team meetings and training, and stay current on financial products, services, and market conditions.
Requirements
Requires at least five years of experience in a similar role, a strong client base, and a deep understanding of wealth management services. Candidates should be proactive and able to work independently.
Skills
- Wealth Management
- Financial Advice
- Client Prospecting
- Client Retention
- Portfolio Management
- Financial Market Knowledge
- Independent Work
- Business Development
Benefits
- Industry-Leading Support And Training
- Operational Platform
- Wealth Management Products And Services
- Supportive Work Culture
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Management & Leadership
Keywords
- Investment Advisory
- Portfolio Management
- Wealth Management
- Capital Markets
- Financial Advice
- Investment Strategies
- Client Relationships
- Financial Goals
- Client Prospecting
- Client Retention
- Investment Products
- Financial Services
- Financial Markets
- Business Development