Investment Advisor / Portfolio Manager

Acumen Capital Partners; Calgary; On-site; CAD 150,000 - 250,000; Full time

Job summary

Acumen Capital Partners is looking for a strategic leader to serve as CFO & COO, guiding financial strategies and operational management. This pivotal role offers the opportunity to shape the firm's future in a supportive, employee-owned environment with competitive compensation and benefits.

Benefits

Competitive compensation package

Comprehensive benefits

Professional development opportunities

Qualifications

• Proven experience as CFO, COO, or similar executive role.
• Strong financial acumen and leadership skills.
• Experience in wealth management or related financial services preferred.

Responsibilities

• Develop and implement financial strategies to support company growth.
• Oversee daily operations, ensuring efficiency across departments.
• Manage financial reporting, budgeting, and compliance.

Skills

Financial leadership

Strategic planning

Operational excellence

Communication

Job description

Job Title : CFO & COO at Acumen Capital Partners, CPA

About Us :

Acumen is a client-focused firm providing comprehensive wealth management and capital markets services and advice. We are 100% employee-owned and independent, prioritizing our clients' interests. Our reputation is built on integrity, insight, and value, and we aim to provide excellent returns for our clients through well-vetted investment opportunities. We value entrepreneurship, accountability, and responsible corporate citizenship, guiding our efforts to ensure optimal investment returns.

About the Role :

We are seeking a professional to serve as CFO & COO, responsible for overseeing financial strategies and operational management. The ideal candidate will have a strong background in financial leadership, strategic planning, and operational excellence.

Key Responsibilities :

• Develop and implement financial strategies to support company growth and stability.
• Oversee daily operations, ensuring efficiency and effectiveness across departments.
• Manage financial reporting, budgeting, and compliance.
• Lead and develop the executive team to achieve company objectives.
• Maintain relationships with stakeholders and ensure alignment with corporate goals.

Qualifications :

• Proven experience as CFO, COO, or similar executive role.
• Strong financial acumen and leadership skills.
• Experience in wealth management or related financial services preferred.
• Excellent strategic thinking and communication skills.

What We Offer :

• Opportunity to build and lead a key executive role in a growing firm.
• Supportive, employee-owned work environment.
• Competitive compensation package.
• Comprehensive benefits and professional development opportunities.

If you are a strategic leader ready to make a significant impact, apply today to join Acumen Capital Partners as CFO & COO.