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Investment Strategist for High-Net-Worth Clients in Montreal
2 months ago
We are seeking an experienced Investment Strategist to join our team in Montreal. As a key member of our high-net-worth client service team, you will be responsible for delivering exceptional investment counselling services and discretionary portfolio management to clients with complex financial needs.
Job DescriptionThe successful candidate will work closely with our Investment Counsellors to construct customized investment strategies, implement portfolio management plans, and provide ongoing support to clients. This includes:
- Developing and maintaining relationships with high-net-worth clients to understand their financial goals and objectives
- Constructing custom investment portfolios that align with clients' risk tolerance and investment objectives
- Providing ongoing portfolio monitoring and rebalancing to ensure optimal performance and alignment with clients' goals
- Liaising with custodian and other departments to facilitate smooth operations and client servicing
To be considered for this role, you must have:
- University degree in Business, Economics, or related field
- Minimum 5 years of experience in the investment industry, with a focus on high-net-worth client service
- Strong knowledge of investment products and portfolio management strategies
- Excellent communication and interpersonal skills, with ability to build strong relationships with clients and internal stakeholders
As a valued member of our team, you can expect:
- A competitive annual salary of $94,350 - $172,860 CAD, depending on experience
- A comprehensive benefits package, including health, dental, and vision coverage, as well as retirement savings plans and employee assistance programs
- Ongoing training and professional development opportunities to enhance your skills and career growth
- A dynamic and supportive work environment that values innovation, collaboration, and client satisfaction
