Portfolio Manager / Investment Advisor

Acumencapital; Calgary; On-site; CAD 130,000 - 160,000; Full time

Job summary

Acumen Capital Partners seeks an experienced Investment Advisor to help clients achieve their financial goals through tailored strategies and relationship management. Join a dynamic, employee-owned firm known for its integrity and independence, and leverage comprehensive wealth management products supporting your success.

Benefits

Industry-leading support and training

Best-in-class operational platform

Comprehensive range of wealth management products

Supportive work environment

Qualifications

• 5+ years in a similar financial advisory role.
• Strong client base reflective of ability to maintain and expand relationships.

Responsibilities

• Develop and manage client relationships.
• Offer comprehensive wealth management advice.
• Acquiring new clients and retaining existing ones.

Skills

Client relationship management

Wealth management expertise

Independent working

Proactive attitude

Job description

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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 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 aiming 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 independently.

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 grow your client base by acquiring new clients and retaining existing ones.
• Actively participate in team meetings and training sessions.
• Stay informed about the latest financial services, products, and 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, apply today to join us at Acumen Capital Partners.

Seniority level

• Mid-Senior level

Employment type

• Full-time
• Investment Management

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Location : Calgary, Alberta, Canada | Salary : CA$130,000 - CA$160,000 | Posted : 4 days ago