Investment Consultant

2 weeks ago

Mississauga, Canada Epic One Full time

**Job Summary**

**Responsibilities**
- Develop and maintain strong relationships with clients by understanding their investment objectives and risk tolerance.
- Provide personalized investment advice based on thorough market analysis and client needs.
- Monitor client portfolios and recommend adjustments as necessary to optimize performance.
- Stay updated on market trends, economic developments, and regulatory changes that may impact client investments.
- Conduct regular reviews with clients to discuss portfolio performance and strategic adjustments.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Prepare detailed reports and presentations for clients, highlighting performance metrics and strategic insights.

**Experience**
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is preferred.
- Proven experience in investment consulting or financial advisory roles is highly desirable.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills, both verbal and written, with the ability to convey information clearly to clients.
- Proficiency in financial software and tools used for portfolio management and analysis.
- Relevant certifications such as CFA or CFP are a plus but not required. Join us in empowering clients to make informed investment decisions while advancing your career in a supportive environment focused on professional growth

**Job Type**: Part-time

Pay: $30.00-$1,000.00 per hour

Expected hours: 10 per week

Work Location: Hybrid remote in Mississauga, ON

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