Associate Portfolio Manager
2 weeks ago
OverviewDo you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect pension-level academic financial research with family wealth management, without the pressure of finding new clients.If you are a smart, passionate professional who is excited about providing fiduciary advice in a fun team environment, we want to hear from you Our team has been simplifying the complex financial lives of successful Canadian families for close to 20 years. We are fortunate to have an independent, high-growth, investment management practice and are in need of an Associate Portfolio Manager to service our growing client base.At North Road Investment Counsel, we believe wealth can be a force for good in the world.Job SummaryAs an Associate Portfolio Manager, you play a critical role in providing comprehensive investment management services to high-net-worth professionals and families. You will work closely with our senior advisors to build and maintain client relationships, develop customized financial planning and investment strategies, and deliver exceptional client service. This role offers a unique opportunity in wealth management in Edmonton, making a meaningful impact on clients\' financial well-being without the pressure of sales targets.Key ResponsibilitiesClient Relationship Management: Cultivate and maintain strong relationships with clients through first-class service and exceptional financial education.Investment Management: Assist in the management of client investment portfolios, including asset allocation and ongoing portfolio rebalancing with our investment management team.Risk Assessment: Develop clients\' risk tolerance, financial goals, and risk-adjusted investment recommendations via our proprietary GPS report, a program guided by the CFA Institute\'s Investment Risk Profiling system.Collaboration: Work closely with the broader wealth management team, including senior advisors, operations and trading analysts, and support staff, to ensure a cohesive approach to client service.Financial Planning: Collaborate with clients and senior advisors to develop, implement, and monitor comprehensive financial plans, including retirement planning, estate planning, tax optimization, and wealth transfer strategies.Compliance: Ensure all activities adhere to regulatory requirements and internal compliance standards which includes the maintenance of accurate and organized client records.QualificationsA CFA or CIM financial designation is a must.Minimum of 2 years of experience in investment or wealth management.Strong ability to explain complex concepts to a non-technical audience.A desire to learn and grow.Ability to work both independently and as part of a collaborative team.Adherence to ethical and compliance standards in the wealth management industry.At North Road we are committed to professional growth and a supportive work environment. To improve mentorship and learning, this career position in Edmonton will be "office first" with some flexibility to "work anywhere" when needed.If you are a dedicated, client-oriented professional with a passion for money and finance, we invite you to apply.Join our team and help our clients better their world.Additional DetailsSeniority level: Entry levelEmployment type: Full-timeJob function: Finance and SalesIndustries: Investment Management #J-18808-Ljbffr
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