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Investment Portfolio Manager

1 month ago

Vancouver, British Columbia, Canada Vancity Full time

About the Role:

Vancity is seeking a skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for assessing the needs of high net-worth members and organizations, and providing expert advice on asset allocation and portfolio management.

Key Responsibilities:

  • Assessing the needs of high net-worth members and organizations, and providing expert advice on asset allocation and portfolio management.
  • Evaluating performance and making adjustments to portfolios on a regular basis to ensure optimal allocation.
  • Building and maintaining a book of investment members, delivering a holistic investment and wealth planning experience.
  • Developing new member acquisitions and participating in marketing initiatives to promote brand awareness.

Requirements:

  • Must meet regulatory requirements to be registered as AR/AAR.
  • Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field.
  • CFA (Chartered Financial Analyst), or CIM (Chartered Investment Manager).
  • CFP (Certified Financial Planner), or Personal Financial Planner (PFP).
  • Proven experience in investment counselling or wealth management.
  • Experience in working with institutional clients and submitting RFPs.
  • Solid experience in leading with financial planning and providing tailored advice.
  • Experience in developing and managing investment portfolios, including socially responsible investments and ESG.
  • Proficiency in financial analysis and performance evaluation.
  • Familiarity with market trends, economic conditions, and their impact on investment portfolios.
  • Skillful in retail banking, business development, networking, and referring to specialized experts.

About You:

  • An excellent communicator, able to facilitate project deliverables and convey ideas across functions, teams, and departments.
  • Attuned to micro details while seeing the big picture, ensuring quality and accuracy of deliverables.
  • Curious and innovative, staying up to date on industry trends and exploring insights behind major headlines.
  • Results-oriented, able to uncover insights, generate solutions, and advance deliverables on time and on budget.
  • A problem solver and decision maker, able to develop solutions to challenging roadblocks.

What We Offer:

The salary range for this role will be base pay plus incentive.