Canadian Investment Counselor — CFA-Qualified, High-Net-Worth

Insight Global; Camas (WA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision

50% 401(k) match, up to IRS maximum

PTO 20 days + 10 holidays; California

Family support programs

Fertility and family-forming benefit

Job summary

Insight Global is seeking Canadian Investment Counselors to join a client's team. You will manage a portfolio of approximately 200 Canadian-based clients, conducting around 10 calls daily, both scheduled and unscheduled, and may travel internationally to Canada quarterly.

You will host client events and support relationship management while leveraging a strong finance background. Relocation is available and up to 50 remote days per year after the first year.

Qualifications

• Strong communication, relationship management and time management skills.
• Minimum of 2 total years of experience in investment management.
• Must have CFA Level I or, if not, a highly quantitative master's degree (e.g., MFin/MFE/MQF).
• Relevant investment management experience and ability to discuss fixed income or securities recommendations.

Responsibilities

• Manage a portfolio of Canadian-based clients (about 200).
• Engage in ~10 calls per day, including scheduled and unscheduled sessions.
• Host client events and possibly travel internationally to Canada quarterly.

Skills

Communication skills

Relationship management

Time management

Education

CFA Level I

Master of Finance (MFin)

Master of Engineering (MFE)

Master of Quantitative Finance (MQF)

CIM (Canadian)

Finance-focused MBA

Job description

Insight Global is seeking Canadian Investment Counselors to join a client's team. You will manage a portfolio of approximately 200 Canadian-based clients, conducting around 10 calls daily, both scheduled and unscheduled, and may travel internationally to Canada quarterly.

You will host client events and support relationship management while leveraging a strong finance background. Relocation is available and up to 50 remote days per year after the first year.