Investment Advisor/ Portfolio Manager
2 weeks ago
About Us Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and truly independent, meaning we place our clients' interests at the forefront of our operations. Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We pursue well-vetted investment opportunities, always intending to provide excellent returns for our clients. We value entrepreneurship, accountability, and responsible corporate citizenship. These values guide each team member's efforts to ensure our services and advice result in optimal returns on your investments. About the Role As an Investment Advisor, you'll help clients achieve their financial goals. You'll provide personalized financial advice and develop investment strategies that align with our clients' unique financial objectives. We're looking for a professional with a strong client base, capable of maintaining and expanding professional relationships. What You Bring Minimum of 5+ years of experience in a similar role. A strong client base showcasing your ability to maintain and expand professional relationships. Deep understanding of wealth management services. Proactive approach, with the ability to work independently. Responsibilities Develop and manage relationships with clients, understand their goals, and create strategies to help them achieve those goals. Provide comprehensive wealth management advice to meet the diverse needs of clients. Maintain and build your client base by prospecting new clients and retaining existing ones. Actively participate in team meetings and training sessions. Continuously stay updated with the latest financial services and products and the overall market trends. What We Offer A chance to build your business under our banner, with industry-leading support and training. Best in-class operational platform. Access to a comprehensive range of wealth management products and services. A supportive work culture that drives growth and success. If you're ready to take a leap in your career and make a significant impact in a dynamic, employee-owned firm, apply today to join us at Acumen Capital Partners. #J-18808-Ljbffr
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Investment Advisor: Shape Portfolios
4 weeks ago
Calgary, Canada CI Financial Full timeA financial services firm in Calgary is seeking a diligent Investment Advisor to manage client portfolios and provide exceptional financial support. You will develop financial strategies and analyze market trends. The ideal candidate has post-secondary education, relevant financial licenses, and experience in wealth management. This role offers competitive...
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Portfolio Manager/Investment Advisor
2 weeks ago
Calgary, Canada Acumen Capital Partners Full timeCFO & COO at Acumen Capital Partners, CPA About Us: Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and truly independent, meaning we place our clients' interests at the forefront of our operations. Our reputation of integrity, insight, and value is the cornerstone...
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Portfolio Manager/Investment Advisor
2 weeks ago
Calgary, Canada Acumen Capital Partners Full timeCFO & COO at Acumen Capital Partners, CPA About Us: Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and truly independent, meaning we place our clients' interests at the forefront of our operations. Our reputation of integrity, insight, and value is the cornerstone...
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Investment Advisor
4 weeks ago
Calgary, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities1 day ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your...
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Associate Investment Advisor
3 weeks ago
Calgary, Canada Richardson Wealth Full time525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #270March 5, 2025About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase –...
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Investment Advisor
4 weeks ago
Calgary, Canada CI Financial Full timeJoin to apply for the Investment Advisor role at CI Financial. 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...
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Investment Advisor
4 weeks ago
Calgary, Canada CI Financial Full timeJoin to apply for the Investment Advisor role at CI Financial. 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...
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Investment Advisor
3 days ago
Calgary, Canada RBC Dominion Securities Full timeGrow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and...
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Developing Investment Advisor
2 weeks ago
Calgary, Canada TD Securities Full timeJoin to apply for the Developing Investment Advisor - Edmonton & Calgary role at TD Securities. Job Description TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier...
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Developing Investment Advisor
2 weeks ago
Calgary, Canada TD Securities Full timeJoin to apply for the Developing Investment Advisor - Edmonton & Calgary role at TD Securities. Job Description TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier...
