Investment Counselor
3 weeks ago
Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a full-time Investment Counselor role based in Toronto, ON, with flexibility for some remote work. As an Investment Counselor, you will be responsible for managing and growing client portfolios, developing and implementing investment strategies, analyzing financial data, and providing excellent customer service. This hybrid wealth management role allows for a combination of in-office and remote work. Strong sales and relationship oriented person, ideally currently managed previously a book of business or looking to build one using existing and prospective relationships.Bank FAs and Private Bankers are also welcome to applyQualificationsStrong knowledge of Financial Planning, Investments, and Investment StrategiesExperience in Finance and analyzing financial dataExcellent Customer Service skillsAbility to effectively communicate complex financial concepts to clientsHighly organized with strong attention to detailAbility to work both independently and collaborativelyProficiency in financial software and toolsRelevant certifications (e.g., CFA, CIM, CFP) are a plus
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Investment Counselor
6 days ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
3 weeks ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...
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Investment Counselor
4 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
4 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
3 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role Description This is a...
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Investment Counselor
3 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...
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Investment Counselor
3 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This is...
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Investment Counselor
3 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role Description This is a...
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Investment Counselor
2 months ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
2 months ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...
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Investment Counselor
2 months ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
2 months ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
4 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...
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Investment Counselor
4 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
4 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
4 weeks ago
Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
2 months ago
Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
3 weeks ago
Toronto, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver
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Investment Associate
4 days ago
Toronto, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Counselor, Compliance
2 weeks ago
Toronto, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
