Investment Counselor

Found in: Appcast CA A2 P - 7 days ago

Toronto, Canada BlueSky Investment Counsel Full time

Company Description

BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.


Role Description

This is a full-time Investment Counselor role based in Toronto, ON, with flexibility for some remote work. As an Investment Counselor, you will be responsible for managing and growing client portfolios, developing and implementing investment strategies, analyzing financial data, and providing excellent customer service. This hybrid wealth management role allows for a combination of in-office and remote work. Strong sales and relationship oriented person, ideally currently managed previously a book of business or looking to build one using existing and prospective relationships.

Bank FAs and Private Bankers are also welcome to apply


Qualifications

  • Strong knowledge of Financial Planning, Investments, and Investment Strategies
  • Experience in Finance and analyzing financial data
  • Excellent Customer Service skills
  • Ability to effectively communicate complex financial concepts to clients
  • Highly organized with strong attention to detail
  • Ability to work both independently and collaboratively
  • Proficiency in financial software and tools
  • Relevant certifications (e.g., CFA, CIM, CFP) are a plus

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