Associate Investment Advisor
1 week ago
Associate Investment Advisor The Client: Our client one of Canada's preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial planning process for a specific portion of their investment practice. Here is what the Associate Investment Advisor opportunity offers you: A place to work where you are not a "number" but an integral part of a great wealth management team and where your ideas count Excellent growth potential through the opportunity to manage a group of HNW clients as well as the chance to build your own book of business A competitive compensation package that includes salary, bonus and benefits An investment in you Educational support for industry designations and broad support for your career excellence As the Associate Investment Advisor, you will be responsible for: Client Interaction: The management of a specific portion of HNW clients within the wealth management practice. Delivering written and verbal presentations in client-facing meetings. Developing and discussing financial planning solutions Investment Strategy: Contributing to the overall investment strategy and product selection; performing securities analysis and participating in market debates. Portfolio Construction: Assisting with the construction of various investment portfolios and managing client expectations through documented research. Trading: Executing daily, accurate trades in both discretionary and non-discretionary formats. Administration & Compliance: Preparing compliance reports, account documentation, and dealer forms to maintain KYC and KYP standards. As the ideal candidate you possess: Experience: A minimum of three years of relevant investment management experience within a CIRO (formerly IIROC) member investment dealer is preferred. Licensing: Existing securities licensing as an IR, RR, APM, or PM in Ontario. Education: An undergraduate degree with preference to those from Business, Finance, or Accounting. Designations: Special consideration to candidates who possess either CIM, CFA, CFP or RFP. Software Proficiency: Familiarity with investment trading systems and Microsoft software (Dynamics and SharePoint). Financial Planning Tools: Experience with Naviplan or Conquest is an asset. Interested and qualified parties are invited to contact : David J. Corsini - Principal Hunter Mercantile Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.
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Associate Investment Advisor
1 week ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
1 week ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Investment Associate
3 days ago
Toronto, Canada Sleeping Giant Investment Office Full timeManaging Director at Sleeping Giant Investment Office Reporting to a Managing Director, this role offers the opportunity to be a true contributing investor, with meaningful exposure across origination, transaction execution, and portfolio company involvement. As part of a lean and entrepreneurial investment team, the role provides broad responsibility,...
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Investment Associate
3 days ago
Toronto, Canada Sleeping Giant Investment Office Full timeManaging Director at Sleeping Giant Investment Office Reporting to a Managing Director, this role offers the opportunity to be a true contributing investor, with meaningful exposure across origination, transaction execution, and portfolio company involvement. As part of a lean and entrepreneurial investment team, the role provides broad responsibility,...
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Investment Associate
1 week ago
Toronto, Ontario, Canada Sleeping Giant Investment Office Full timeCompany OverviewSleeping Giant Investment Office ("SGIO") is a Toronto-based family office, led by the founders of Polar Asset Management Partners, one of Canada's leading alternative asset managers. SGIO is focused on acquiring and building high-quality, founder-led businesses, with the flexibility to invest across the capital stack and in both control and...
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Associate Investment Advisor for HNW Portfolios
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeA prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor. The role involves managing HNW clients, contributing to investment strategies, and executing trades. Candidates should have at least three years of relevant investment management experience, and a degree in Business, Finance, or Accounting. Licensing as an IR, RR,...
