Strategic Investment Advisor

4 days ago


Vancouver, British Columbia, Canada Vancity Full time

Company Overview

Vancity is a leading financial institution dedicated to helping members achieve their financial goals. We are committed to providing exceptional service, expert advice, and innovative solutions to our members.

Salary:

The estimated salary range for this role is $120,000 - $180,000 per year, depending on experience and qualifications.

Job Description

This is an exciting opportunity to join our team as a Strategic Investment Advisor. As a key member of our investment counselling team, you will work closely with high net-worth members and organizations to provide tailored investment advice and services.

Duties and Responsibilities

  • Assessing the investment needs of clients and developing personalized investment strategies;
  • Evaluating performance and making adjustments to portfolios as needed;
  • Building and maintaining relationships with clients to deliver exceptional service and support;
  • Developing new business opportunities and participating in marketing initiatives to promote the organization's brand and increase market share;

Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field;
  • CFA (Chartered Financial Analyst) or CIM (Chartered Investment Manager) designation;
  • Proven experience in investment counselling or wealth management;
  • Excellent communication and interpersonal skills;
  • A strong understanding of financial markets and instruments;
  • Ability to analyze complex data and make informed recommendations;

Benefits

We offer a comprehensive benefits package, including:

  • A competitive salary and bonus structure;
  • A generous pension plan and retirement savings program;
  • Comprehensive health and dental benefits;
  • Professional development opportunities and training programs;
  • A collaborative and supportive work environment;

Others

Please note that this is a general description of the role and responsibilities. The actual duties and requirements may vary depending on the specific circumstances of the position.



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