Strategic Investment Advisor
4 days ago
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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