Private Client Associate: Path to Investment Counsellor

A leading financial services firm in Halifax is seeking an Associate to support the Investment Counsellor for high-net-worth clients. This role involves preparation of client meeting materials, research and portfolio analysis. Candidates should have a university degree and relevant experience in finance, with the opportunity to advance into an Investment...

A Leading Financial Institution is seeking an Associate Investment Counsellor to work alongside experienced Investment Counsellors in Halifax. This role focuses on creating customized investment strategies for high‑net‑worth clients and allows for mentorship in client acquisition. Responsibilities include managing client portfolios and developing...

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. We are...

Get AI-powered advice on this job and more exclusive features. 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...

OverviewWhat is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in...

Job Description What is the opportunity? A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in...

Requisition ID: 174473 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

A leading financial institution in Halifax is seeking an Associate Investment Counsellor to collaborate with experienced Investment Counsellors in managing high-net-worth client portfolios. The role emphasizes client acquisition skills and aims to transition the individual into the Investment Counsellor position within two years. Successful candidates will...

A leading financial institution in Halifax is seeking an Associate Investment Counsellor to collaborate with experienced Investment Counsellors in managing high-net-worth client portfolios. The role emphasizes client acquisition skills and aims to transition the individual into the Investment Counsellor position within two years. Successful candidates will...

**Company Description** Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund...