Associate Investment Advisor

Myriad Private Wealth with IA Private Wealth; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a motivated Associate Investment Advisor or Associate Portfolio Manager to join their dynamic team. In this exciting role, you will provide expert guidance to clients on investment strategies, helping them achieve their financial goals. Your strong analytical skills and understanding of financial services will be key in managing client accounts and ensuring effective cash management. Collaborating with other financial professionals, you will enhance service delivery and client satisfaction. If you're passionate about shaping financial futures and ready to make a significant impact, this opportunity awaits you!

Qualifications

• Bachelor's degree in Finance, Economics, or Business Administration required.
• Strong analytical and mathematical skills are essential for success.

Responsibilities

• Analyze clients' financial situations to develop tailored investment strategies.
• Conduct research on market trends and investment opportunities.

Skills

Analytical Skills

Mathematical Skills

Communication Skills

Problem-Solving Skills

Organizational Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business Administration

CSC courses completed

Tools

Research Methodologies

Job description

Job Summary

We are seeking a motivated and knowledgeable Associate Investment Advisor or Associate Portfolio Manager to join our dynamic team. In this role, you will provide expert guidance to clients on investment strategies, helping them achieve their financial goals. The ideal candidate will possess strong analytical skills, a solid understanding of financial services, and the ability to conduct thorough research. You will play a crucial role in managing client accounts and ensuring effective cash management.

Responsibilities

• Analyze clients' financial situations and investment objectives to develop tailored investment strategies.
• Conduct comprehensive research on market trends, investment opportunities, and economic factors affecting client portfolios.
• Provide ongoing support and advice to clients regarding their investments and financial planning.
• Monitor client accounts regularly to ensure alignment with their goals and make adjustments as necessary.
• Prepare detailed reports and presentations for clients to communicate investment performance and strategy updates.
• Collaborate with other financial professionals to enhance service delivery and client satisfaction.
• Stay updated on industry regulations, market changes, and best practices in investment management.
• Communicate directly with clients to review situation

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• CSC courses completed
• Strong mathematical skills with the ability to analyze complex data sets.
• Previous experience in financial services or investment consulting is preferred.
• Proficient in research methodologies and tools relevant to investment analysis.
• Excellent communication skills, both verbal and written, with a focus on client engagement.
• Ability to manage multiple accounts effectively while maintaining attention to detail.
• Strong organizational skills with a proactive approach to problem-solving.

Join us as an associate investment advisor where your expertise will help shape the financial futures of our clients!