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Portfolio Strategist and Investment Advisor

2 months ago

Ottawa, Ontario, Canada TriCert Investment Counsel Inc. Full time
About the Role

TriCert Investment Counsel, a leading portfolio management firm, seeks an experienced Portfolio Strategist and Investment Advisor to join our team. With over $2.5 billion in assets under management, we provide bespoke investment solutions to high-net-worth clients across Canada.

Job Summary

We are seeking a skilled professional to evaluate client objectives and risk tolerance, develop tailored investment strategies, and execute Investment Policy Statements. The ideal candidate will possess 5+ years of experience in Investment and Portfolio Management, with expertise in delivering discretionary investment management services to high-net-worth clients.

Key Responsibilities
  • Evaluate client circumstances and formulate investment solutions based on their goals and risk tolerance
  • Develop and execute Investment Policy Statements, ensuring alignment with client objectives
  • Collect client personal information, determine asset allocation, and address special needs and liquidity requirements
  • Assess securities for in-kind transfer due to capital gain/loss reasons and evaluate segregated stocks and bonds for classification, suitability, and implementation strategies
Requirements
  • Bachelor's degree in finance/accounting or a related field; a master's degree is advantageous but not required
  • 5+ years of experience in Investment and Portfolio Management, specifically delivering discretionary investment management services to high-net-worth clients
  • Registered or ability to become immediately registered with the appropriate provincial securities commission as an Advising Representative
  • CIM coupled with several years of quality investment industry experience may be acceptable
Benefits
  • Competitive salary: CAD $120,000 - $180,000 per year, depending on experience
  • Flexible hybrid work environment
  • Extended health, dental, and vision care
  • Training opportunities

"At TriCert Investment Counsel, we are investors, not traders. Our QSect approach utilizes a quality, sector-based methodology, matching a client's risk tolerance with a tailored portfolio to meet goals while aiming to provide comfort to clients through volatile markets."