Strategic Investment Portfolio Manager
4 days ago
Company Overview:
Vancity is a leading financial institution committed to delivering exceptional investment services and wealth management solutions to our valued clients.
Salary:
The estimated salary range for this role is $120,000 - $180,000 per year, depending on experience and qualifications.
Job Description:
We are seeking an experienced Investment Counsellor to join our team of financial professionals. As an Investment Counsellor, you will be responsible for providing high-net-worth individuals and organizations with expert investment advice and portfolio management services.
A Typical Day:
- Assessing client needs and developing personalized investment strategies.
- Evaluating market trends and economic conditions to optimize portfolio performance.
- BUILDING AND MAINTAINING STRONG CLIENT RELATIONSHIPS through effective communication and tailored advice.
- Developing new business opportunities and participating in marketing initiatives to promote Vancity's brand awareness and increase market share.
Required Skills and Qualifications:
- Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field.
- Professional designations such as CFA, CIM, CFP, or PFP.
- Proven experience in investment counselling or wealth management, with a strong track record of success.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed recommendations.
Benefits:
- Competitive salary and bonus structure.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
Others:
This role requires a high level of professionalism, discretion, and confidentiality. The successful candidate will be required to sign a non-disclosure agreement and maintain the confidentiality of client information.
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