Investment Counselor High Net Worth

3 weeks ago

Toronto ON, Canada Yorkville Asset Management Inc. Full time

Director & Investment Counsellor, Private & Institutional Clients Toronto & GTA Description: The Director & Investment Counsellor (Counsellor) is part of Yorkville Asset Management (Yorkville) investment team that is responsible for business development, and relationship and portfolio management for clients in the assigned territory. The Counsellor builds tailored portfolios to meet each individual clients’ goals and manage those assets on a discretionary basis within Yorkville’s list of approved investments and portfolios. Utilize your strong investment and tax knowledge to address specific client situations, including, but not limited to, structuring tax efficient portfolios that address the specific needs of family trusts and estates.
This includes corporate restructing, and using insurance for estate optimization and managing tax obligations.
Provide clients with an exemplary level of service, including regular touch base meetings, educational briefings, quarterly (or as needed) reporting, year‐end tax advice, and investment reviews.
Work with key Yorkville stakeholders (Portfolio Administration, Investments, Compliance, 
Minimum of 5 years of relevant work experience.
Undergraduate degree and a CFA is required. Canadian tax is an added advantage. 
Access to car for travel within Ontario is a must.
Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Visit Yorkville’s web page  for additional information. 

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