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Investment Portfolio Manager

2 months ago


Edmonton, Alberta, Canada Voyage Financial Services Inc. Full time
Investment Consultant Role at Voyage Financial Services Inc.

We are seeking a skilled Investment Consultant to join our team at Voyage Financial Services Inc. As an Investment Consultant, you will play a crucial role in providing expert advice and guidance to clients on investment opportunities and strategies.

Key Responsibilities:
  • Financial Analysis: Conduct in-depth financial analysis of companies, stocks, bonds, and other investments to identify potential opportunities and risks.
  • Investment Advice: Provide personalized investment advice and recommendations to clients, senior company officials, and other stakeholders.
  • Research and Reporting: Conduct research on investment projects and prepare detailed reports, briefings, and correspondence.
  • Budgeting and Planning: Assist in preparing operating and investment budgets, and plan short- and long-term cash flows.
  • Client Focus: Deliver exceptional client service and maintain strong relationships with clients and stakeholders.
Requirements:
  • Education: Bachelor's degree in a relevant field.
  • Experience: 1 year to less than 2 years of experience in a related field.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Work Environment:

Voyage Financial Services Inc. is a dynamic and fast-paced work environment that requires attention to detail, initiative, and a team player mindset.

Language and Work Hours:

The work language is English, and the work hours are 35 hours per week.

This is a permanent position that offers a unique opportunity to work in a green job that involves duties and responsibilities that lead to positive environmental outcomes.