Portfolio Manager /Investment Advisor
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- 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 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.
More about this job
Responsibilities
Develop and manage client relationships, understand clients' financial objectives, and create investment strategies and wealth management advice tailored to their needs. Grow and retain a client base, participate in team meetings and training, and stay informed about financial products, services, and markets.
Requirements
Requires at least five years of experience in a similar role, a solid client base, and in-depth knowledge of wealth management services. Candidates should be proactive, able to work independently, and skilled at building and maintaining professional relationships.
Skills
- Wealth Management
- Financial Advice
- Client Portfolio Growth
- Client Retention
- Financial Market Knowledge
- Investment Product Knowledge
- Independent Work
- Communication
- Entrepreneurship
- Accountability
Benefits
- Industry-Leading Support and Training
- Operational Platform
- Wealth Management Products and Services
- Supportive Work Environment
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 Base Development
- Client Retention
- Investment Products
- Financial Services
- Financial Markets
- Investment Management
- Employee-Owned Firm