Strategic Investment Portfolio Manager

4 days ago


Vancouver, British Columbia, Canada Vancity Full time

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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