Portfolio Manager

2 months ago

Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time
About the Role

Voyage Financial Services Inc. is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in providing expert financial guidance to our clients.

Key Responsibilities
  • Financial Research and Analysis

Conduct in-depth research and analysis of financial markets, companies, and investments to provide informed recommendations to clients.

Investment Advice and Planning

Develop and implement investment strategies tailored to individual client needs, taking into account risk tolerance, financial goals, and time horizon.

Portfolio Management

Manage and maintain client portfolios, ensuring optimal asset allocation and performance.

Client Communication and Education

Provide clear and concise explanations of investment strategies and market trends to clients, ensuring they are well-informed and confident in their investment decisions.

Market Monitoring and Reporting

Stay up-to-date with market developments and provide regular reports to clients on investment performance and market trends.

Requirements
  • Education

Bachelor's degree in a relevant field, such as finance, economics, or business.

Experience

At least 1 year of experience in a related field, preferably in investment analysis, portfolio management, or financial planning.

Skills

Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.

Communication and Interpersonal Skills

Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.

Work Environment

Voyage Financial Services Inc. is a dynamic and fast-paced environment, with a strong focus on teamwork and collaboration. As an Investment Consultant, you will have the opportunity to work with a talented team of professionals who share your passion for finance and investment.

What We Offer
  • Competitive Salary and Benefits

A competitive salary and benefits package, including health insurance, retirement savings, and paid time off.

Opportunities for Professional Growth

Regular training and development opportunities to help you advance your career and stay up-to-date with industry trends.

Collaborative and Supportive Team Environment

A dynamic and supportive team environment, with opportunities to collaborate with colleagues and contribute to the success of the company.

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