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Associate Investment Advisor

2 weeks ago

Vancouver, British Columbia, Canada Alpen Investment Advisors Full time $80,000 - $120,000 per year

Company Description

Alpen Investment Advisors, based in North Vancouver, is dedicated to guiding clients in growing and preserving their wealth since 2006. We tailor financial plans for both new investors and those with established portfolios nearing retirement. Our goal is to help clients achieve their financial objectives and realize their dreams through personalized strategies.

Role Description

This is a full-time, on-site role for an Associate Investment Advisor located in North Vancouver, BC. The Associate Investment Advisor will be responsible for assisting clients with financial planning, developing investment strategies, and managing investments. They will also provide exceptional customer service, analyze financial data, and work closely with clients to meet their financial goals.

Qualifications

  • Experience in Financial Planning
  • Knowledge of Investments and Investment Strategies
  • Understanding of Finance principles
  • Strong Customer Service skills
  • Excellent written and verbal communication skills
  • Ability to work collaboratively with a team
  • Relevant certifications (such as CFP, CFA) are a plus