Investment Portfolio Manager

3 weeks ago


Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time
Investment Consultant Job Description

Voyage Financial Services Inc. is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will play a crucial role in providing expert advice and guidance to clients on investment opportunities and strategies.

Key Responsibilities:
  • Financial Analysis: Conduct thorough financial analysis of companies, stocks, bonds, and other investments to identify potential opportunities and risks.
  • Investment Advice: Provide personalized investment advice and recommendations to clients, taking into account their financial goals and risk tolerance.
  • Market Research: Stay up-to-date with market trends and economic conditions to inform investment decisions.
  • Portfolio Management: Assist in managing client portfolios, ensuring that investments are aligned with their goals and risk tolerance.
  • Communication: Develop and maintain strong relationships with clients, providing regular updates and insights on their investments.
Requirements:
  • Education: Bachelor's degree in a relevant field, such as finance, economics, or business.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Work Environment:

Voyage Financial Services Inc. is a dynamic and fast-paced company that values innovation and teamwork. As an Investment Consultant, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional results.

What We Offer:
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for professional growth and development.
  • Collaborative Environment: A collaborative and supportive work environment.


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    {"h2": "Investment Consultant Role at Voyage Financial Services Inc.", "ul": [{"li": "As an Investment Consultant at Voyage Financial Services Inc., you will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments.", "li": "You will prepare company, industry, and economic...


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    {"h2": "Investment Consultant Role at Voyage Financial Services Inc.", "ul": [{"li": "As an Investment Consultant at Voyage Financial Services Inc., you will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments.", "li": "You will prepare company, industry, and economic...