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Investment Strategy Consultant

3 months ago

Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time

Essential Qualifications

  • Education: Bachelor's degree in Finance or related field
  • Experience: Between 1 to 2 years in investment consulting
Key Responsibilities
  • Gather and analyze financial and investment data regarding various assets including stocks, bonds, and other investment vehicles
  • Develop comprehensive reports on company performance, industry trends, and economic forecasts
  • Offer strategic investment guidance and recommendations to clients, senior executives, pension fund administrators, and financial agents
  • Evaluate investment opportunities and projects
  • Assist in formulating operational and investment budgets
  • Plan and assess both short-term and long-term cash flow scenarios and evaluate financial outcomes
Travel and Transportation
  • Access to public transportation is available
Work Environment and Physical Demands
  • Fast-paced workplace
  • High attention to detail required
Personal Attributes
  • Strong client orientation
  • Effective interpersonal communication skills
  • Proactive and self-motivated
  • Collaborative team member
Environmental Impact
  • Role contributes to positive environmental outcomes

Employment Type: Permanent

Language of Work: English

Work Hours: 35 hours per week