Senior Investment Counsellor

2 weeks ago


Vancouver, Canada CI Financial Full time

A leading financial services firm in Vancouver is seeking an experienced Investment Counsellor to manage relationships with High-Net-Worth clients. In this role, you will determine asset allocation, construct portfolios, and provide regular economic and performance reviews. The ideal candidate will hold a relevant university degree, possess CIM and/or CFA designations, and have strong communication skills. This position offers a competitive salary between $93,000 and $143,000, along with a benefits package and bonus eligibility.
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