Canadian Investment Counselor

Insight Global; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical premiums

Dental premiums

Vision premiums

401(k) match

PTO & holidays

Family support leave

Fertility benefit

Job summary

Insight Global is seeking Canadian Investment Counselors to join their client's team. You will manage about 200 Canadian-based clients and handle roughly 10 calls per day, both scheduled and unscheduled.

You will host client events and may travel internationally to Canada roughly quarterly. No cold calling; you will work with a roster of high-net-worth clients and benefit from comprehensive coverage including 100% paid medical, dental, and vision premiums.

Qualifications

• Minimum of 2 total years of investment management experience.
• Must have CFA Level 1; CFA or quantitative master's required if CFA absent.
• Masters degrees listed: MFin, MFE, MQF; CIM may work.
• Heavy finance-focused MBA may be considered with SRIF experience.

Responsibilities

• Manage a portfolio of ~200 Canadian-based clients.
• Conduct about 10 client calls per day, scheduled and unscheduled.

Skills

CFA Level 1

Finance master's degree

2+ years investment management

Fixed income knowledge

Education

Masters in Finance (MFin)

Masters of Engineering (MFE)

Masters of Quantitative Finance (MQF)

CIM

Job description

Location: Tampa, FL - Camas, WA or Plano, TX

• Fully onsite 5 days a week for 1st year. Can qualify for 50 total remote days per year after that
• Will provide relocation - they are fully open to relocation candidates

Openings: 2

• 11/9 Start Date
• 12/14 Start Date

Contract or Perm: PERM

Total Comp: $90K - 140K Base + 40K bonus

Work Authorization: Must be able to work Full Time on a W2

Must-haves

• Strong communication, relationship management and time management skills
• Minimum of 2 total years of experience with relevant investment management experience
• Think recommending fixed income products or individual securities
• MUST HAVE a CFA level 1
• If no CFA, then they must have some sort of highly quantitative masters degree
• Masters of Finance(Mfin), Masters of Engineering (MFE), Masters of Quantitative Finance(MQF)
• A CIM could also work (Canadian specific cert)
• General MBAs will be rejected, but heavy finance focused MBA's or Student Run Investment Fund (SRIF) experience can work

Day-to-Day

Insight Global is looking for multiple Canadian Investment Counselors to join their clients team. This candidate will be managing 200 of your own Canadian based clients. You will be on about 10 calls a day, both scheduled and unscheduled. You will also be involved in hosting client event, and possibly traveling internationally to Canada once a quarter to visit your clients. No cold calling, or wearing "many hats". You will be provided a roster of high net worth clients.

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
• $10,000 fertility, hormonal health and family-forming benefit