Confidential
Investment Counsellor
Job Description
TITLE:
Investment Counsellor LOCATION:
Calgary, AB REPORTING:
COO/CCO JOB PURPOSE:
Why does the role exist?
The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required. The role entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand private client business is also a key component of this role. The IC reports to the COO/CCO. KEY ACCOUNTABILITIES: • Promotes a culture of compliance throughout the firm. • Responsible for Business Development with Integrated Advisory partners and Financial Advisors. • Manages all aspects of client funds administration, incl...
Investment Counsellor LOCATION:
Calgary, AB REPORTING:
COO/CCO JOB PURPOSE:
Why does the role exist?
The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required. The role entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand private client business is also a key component of this role. The IC reports to the COO/CCO. KEY ACCOUNTABILITIES: • Promotes a culture of compliance throughout the firm. • Responsible for Business Development with Integrated Advisory partners and Financial Advisors. • Manages all aspects of client funds administration, incl...