Investment Counsellor

Company Description Reporting to the Lead Investment Counsellor, the primary focus of the Investment Counsellor is to serve as trusted advisor for VPIC High-Net-Worth families, prospective clients, and advisors who have referred clients to our platform. The Investment Counsellor is adept at developing trusted, long-term relationships, partners directly with...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI Financial...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job OverviewWe are seeking a highly skilled Investment Counsellor to join our Private Client Group. In this role, you will work with our Private Client solutions, focusing on clients with assets in excess of $3 million. You will meet with existing clients, prospective clients, and the advisors who have referred the clients to our program. Your primary...

Job OverviewWe are seeking a highly skilled Investment Counsellor to join our Private Client Group. In this role, you will work with our Private Client solutions, focusing on clients with assets in excess of $3 million. You will meet with existing clients, prospective clients, and the advisors who have referred the clients to our program. Your primary...

Investment Counsellor RoleAt CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.Key Responsibilities:Meet with clients and advisors to discuss investment goals...

Company DescriptionValue 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 servic

Company OverviewValue Partners Investments is a Winnipeg-based investment firm founded in 2005. With over $4.7 Billion in assets under management, the company offers a range of investment solutions through nine investment funds and Value Partners Investment Counsel (VPIC).Job SummaryWe are seeking an experienced Investment Counsellor to join our team. The...

Company OverviewValue Partners Investments is a Winnipeg-based investment firm founded in 2005. With over $4.7 Billion in assets under management, the company offers a range of investment solutions through nine investment funds and Value Partners Investment Counsel (VPIC).Job SummaryWe are seeking an experienced Investment Counsellor to join our team. The...

Job SummaryWe are seeking a highly skilled and motivated Investment Associate to join our team at Royal Bank of Canada. As an Investment Associate, you will play a key role in building and managing high-performance investment counselling franchises, working closely with experienced Investment Counsellors to develop customized investment strategies for high...

Job SummaryWe are seeking a highly skilled and motivated Investment Associate to join our team at Royal Bank of Canada. As an Investment Associate, you will play a key role in building and managing high-performance investment counselling franchises, working closely with experienced Investment Counsellors to develop customized investment strategies for high...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

Job SummaryAs a key member of our professional team, you will play a crucial role in building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.Key...

**Company Description** Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our...

Job SummaryJob DescriptionKey ResponsibilitiesAs a Portfolio Management Assistant with Royal Bank of Canada, you will be responsible for working with Investment Counsellors on portfolio management work, maintaining up-to-date knowledge on investment solutions, tax, and financial planning issues. You will draft Investment Policy Statements and client...