Associate Investment Advisor for HNW Portfolios

Hunter Mercantile; Toronto; On-site; CAD 75,000 - 100,000; Full time

Benefits offered by this job

Educational support for industry designations

Competitive compensation package including salary, bonus, and benefits

Job summary

A 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, APM, or PM in Ontario is essential. This position offers competitive pay and professional growth opportunities.

Qualifications

• Minimum of three years of relevant investment management experience.
• Existing securities licensing as an IR, RR, APM, or PM in Ontario.
• Familiarity with investment trading systems.

Responsibilities

• Manage a specific portion of HNW clients.
• Contribute to investment strategy and product selection.
• Assist with the construction of investment portfolios.
• Execute daily trades accurately.
• Prepare compliance reports and account documentation.

Skills

Client interaction

Securities analysis

Trading

Portfolio construction

Investment strategy

Administration & compliance

Education

Undergraduate degree in Business, Finance, or Accounting

CIM, CFA, CFP or RFP designation

Tools

Naviplan

Conquest

Microsoft Dynamics

Microsoft SharePoint

Job description

A 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, APM, or PM in Ontario is essential. This position offers competitive pay and professional growth opportunities.