Portfolio Manager /Investment Advisor

Acumen Capital Partners; Calgary; On-site; CAD 85,000 - 120,000; Full time

Job summary

Acumen Capital Partners in Calgary is seeking an Investment Advisor to help clients meet their financial goals through tailored advice and investment strategies aligned with client needs and risk tolerance.

The ideal candidate has 5+ years in a similar role and a solid client base, with the ability to work independently and proactively. You will stay informed about wealth management products and market trends to deliver optimal client outcomes.

Qualifications

• At least 5+ years of experience in a similar position.
• A solid client base reflecting skill in building relationships.
• In-depth knowledge of wealth management services.

Responsibilities

• Develop and manage client relationships, understand their objectives, and design strategies to help them reach those goals.
• Offer comprehensive wealth management advice to meet the diverse needs of clients.
• Maintain and build your client base by growing your client base and retaining existing
• Actively participate in team meetings and training sessions.
• Stay informed about the latest financial services and products, as well as the overall financial market landscape.

Skills

client relationship building

wealhth management knowledge

proactive attitude

independence

Job description

Acumen is a client-focused firm providing comprehensive wealth management and capital

markets services and advice. We are 100% employee-owned and truly independent, meaning

we place our clients' interests at the forefront of our operations.

Our reputation of integrity, insight, and value is the cornerstone of all our relationships.

We pursue well-vetted investment opportunities, always intending to provide excellent returns for

our clients. We value entrepreneurship, accountability, and responsible corporate citizenship.

These values guide each team member's efforts to ensure our services and advice result in

optimal returns on your investments.

About the Role:

As an Investment Advisor, you'll be responsible for helping clients meet their financial goals.

You'll provide tailored financial advice and develop investment strategies that fit our clients'

individual financial needs. We're seeking a professional with a strong client base who has the

ability to maintain and expand professional relationships. A minimum of 5+ years of experience

in a similar role is required.

What You Bring:

• At least 5+ years of experience in a similar position.
• A solid client base that reflects your skill in building and growing professional relationships.
• In-depth knowledge of wealth management services.
• A proactive attitude and the ability to work on your own.

Role Responsibilities:

• Develop and manage client relationships, understand their objectives, and design strategies to help them reach those goals.
• Offer comprehensive wealth management advice to meet the diverse needs of clients.
• Maintain and build your client base by growing your client base and retaining existing
• Actively participate in team meetings and training sessions.
• Stay informed about the latest financial services and products, as well as the overall financial market Landscape.

What We Offer:

• A chance to build your business under our banner, with industry-leading support and training.
• Best in-class operational platform.
• Access to a comprehensive range of wealth management products and services.
• A supportive work environment that drives growth and success.
• If you're ready to advance your career and make a significant contribution in a dynamic, employee-owned firm,