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Our client, an investment company in Calgary, is looking for a Portfolio Manager/Investment Counsellor to join their growing team.

Reporting to Senior Leaders, responsibilities include:

  • Meeting with existing and potential clients, and completing in-depth fact-finding to help clients discover and articulate their short- and long-term goals.
  • Managing and growing an existing client base through networking, marketing, and sales.
  • Executing portfolio transactions within the guidelines of individual client Investment Policy Statements.
  • Contributing to bulk trading and allocations across multiple accounts.
  • Incorporating a comprehensive understanding of the regulatory environment in which our client operates.
  • Developing and implementing tools for financial analysis.
  • Performing other duties as assigned to support the clients and team.

The ideal candidate will have 5-10 years of experience, as well as a relevant designation (CFA, CFP, CIM, etc.)

This is an excellent role on a growing team with lots of opportunities for career growth. They offer competitive compensation, semi-annual bonuses, 3-5 weeks vacation, RRSP matching, and equity options.

For immediate consideration of this exceptional opportunity, please contact quoting job posting #4073.

Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest.

    • Location: Anywhere
    • Date posted:
    • Pay:$- $ per hour