Emerging Investment Counselor for HNW Portfolios

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...

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...

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...

DescriptionTD 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 full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA...

DescriptionTD 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 full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA...

Are you someone who is process-driven, enjoys working within established guidelines and ensuring investment portfolios and operations run smoothly? Do you love working with numbers? If so, we’d love to hear from you. Christianson Financial Limited is looking for an **Investment Ops & Portfolio Analyst** with experience in portfolio operations, investment...

Developing Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...

Developing Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...

A provincial workplace safety organization in Halifax seeks a Senior Investment Analyst. This role involves monitoring investment portfolios, conducting due diligence, and preparing financial reports. Candidates should hold a business degree with a CPA or CFA designation and have at least three years of experience in investment management. The position...

A provincial workplace safety organization in Halifax seeks a Senior Investment Analyst. This role involves monitoring investment portfolios, conducting due diligence, and preparing financial reports. Candidates should hold a business degree with a CPA or CFA designation and have at least three years of experience in investment management. The position...