Job Description
What You’ll Be Doing
Reporting to the Executive Director and Regional Head, the Associate, Investment Counsellor I (AIC I) provides assistance to the Investment Counsellor in servicing the investment needs of complex, sophisticated high net‑worth clients.
Responsibilities
- Support the IC in achieving business development targets, prepare marketing material, and deliver presentations.
- Establish and maintain effective partnership and teamwork with colleagues, build relationships within CPIC and other partners to grow high net worth client assets.
- Ensure day‑to‑day activities comply with policies, procedures, guidelines and legislation/regulations.
- Continuously update knowledge and skills to meet customer needs, analyze market data and identify activities or conditions that may impact business.
Qualifications
- Degree or diploma in Business or Economics (Master’s degree an asset).
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