Investment Counsellor

1 month ago

Winnipeg Manitoba AC, Manitoba, Canada Value Partners Investments Inc. Full time

Value Partners Investment Counsel (VPIC) is a boutique private investment counselor wholly owned by Canada Life. As a separate operating entity within Canada Life it is uniquely positioned to provide exceptional investment, insurance, tax, estate and philanthropy advice and service to a small group of affluent families across Canada.

The combination of entrepreneurial spirit, a highly personal and customized investment approach and access to a national network of wealthy clients through Canada Life has enabled VPIC to become the fastest-growing investment counsel in Canada (as measured by Investor Economics) and the pace of growth is accelerating.

Job Description

Reporting to the Lead Investment Counsellor, the primary focus of the Investment Counsellor is to serve as trusted advisor to high-net-worth families, and advisors who have referred clients to our firm. The Investment Counsellor is adept at developing long-term relationships based on well-researched professional advice, excellent service and a personal interest in the well-being of clients.

The Investment Counsellor is responsible for providing a holistic investment and wealth planning experience by building and managing tailored portfolios and determining appropriate asset mix, allocations, and investment policies based on guidance from the Asset Allocation Committee. Additionally, the Investment Counsellor provides economic, market, and portfolio performance reviews with clients on a regular basis and ensures ongoing exchange of information takes place as it relates to the client’s total financial picture.

While the role demands consistency and professionalism, we are looking for people who want to shape the evolution of our client experience and help build the best wealth management firm in Canada not simply manage accounts

Responsibilities

  • Deliver a holistic investment and wealth planning experience by considering a client’s current financial situation, life experience and long-term objectives to establish an Investment Policy Statement (IPS) that sets them up for success.
  • Make recommendations to improve the client’s portfolio, taking into consideration all investment options, Asset Allocation Committee recommendations and market, and macroeconomic conditions.
  • Design and oversee the implementation of transition plans to move clients from their existing portfolio to the recommended portfolio, taking into consideration existing holdings and tax.
  • Collaborate with Client Service, Operations, Trading, and Compliance Teams to ensure the client onboarding process is completed, transition plans are executed, and portfolio recommendations are implemented in an efficient and timely manner.

Portfolio Management and Investment Analysis

  • Monitor existing client portfolios, manage cash balances, rebalance, and adjust accounts and allocations as necessary, based on client considerations and VPIC models.
    • Maintain and ensure client profiles are in good order – working with Compliance, Client Service and Operations Teams to keep Know-Your-Client (KYC), Anti-Money Laundering, and client meeting notes up to date.
    • Provide analysis, advice, and ongoing coverage on non-model securities.
  • Participate in quarterly Asset Allocation Committee meetings and provide thoughtful, well-researched opinions to help establish consensus outlooks, define and monitor model portfolios, determine cash deployment strategies, and assess whether new investment options are needed

Client and Advisor Relationship Management & Business Development

  • Regularly meet with existing clients to deliver high quality portfolio reviews and investment updates consistent with the VPIC service model and communication philosophy.
  • Collaborate with other Investment Counsellors, Associates, Analysts and Referring Advisors to deliver second opinions on outside investment portfolios, craft investment proposals and present to prospects.
  • Conduct regular review meetings with referral partners to ensure all client accounts are in good order and the defined service model is being delivered effectively.
  • Assist the Lead Investment Counsellor to cultivate and grow the VPIC direct client and referral networks.
Qualifications

Education & Experience

  • University degree in Finance, Economics, or related discipline
  • A minimum of one: Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) or Chartered Business Valuator (CBV) designations in good standing
  • Licensed as or eligible to become licensed as an Associate Advising Representative (AAR) or Advising Representative (AR) with the Manitoba Securities Commission immediately
  • Investment management experience working with high-net-worth families and/or financial planning experience are an asset

Technical Knowledge

  • Strong understanding of asset classes, investment vehicles, portfolio management and investment principles, best practices, and emerging trends
  • Extensive understanding of Risk, Trading and Portfolio Management systems and tools
  • Technical fluency with the ability to learn and adapt to new technology effectively
  • Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word, Teams

Skills & Abilities

  • Advanced relationship management skills with the ability to build collaborative working relationships based on mutual trust
  • Superior communication skills and ability to articulate complex scenarios clearly and succinctly
  • Ability to quickly grasp new concepts and work in a high-performing culture, under pressure and with time-sensitive deadlines
  • Advanced organizational awareness, adept at managing and prioritizing multiple tasks with competing deadlines
  • Detail oriented, analytical and conceptual thinker with well-developed problem solving and decision-making skills
  • Achievement oriented with the ability to be flexible in one’s approach to established plans based on emerging needs
  • Innovative, entrepreneurial spirit with a creative outlook and resourceful nature
  • Self-confident and business savvy with a general penchant for excellence
Additional Information

We are growing faster than we can currently manage with our existing staff. Compensation is attractive with a salary, bonus and long-term incentive plan participation. The bonus is designed to reward winning outcomes for everyone with bonuses based on client success, personal success and firm success.

In addition we provide:

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