Investment Advisor/Financial Planner

We are looking for a client-centred Investment Advisor to join our growing advisory team. You’ll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes.

Requirements

• Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation.
• Develop tailored financial plans and multi-asset portfolio construction strategies (including equities, fixed income, alternatives, structured products) aligned with client objectives
• Manage clients’ portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals.
• Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content.
• Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns
• Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations.
• Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards
• Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience.

Benefits

• Competitive salary and benefits package
• Ample opportunities for growth and advancement
• Vibrant and dynamic work environment
• Robust health insurance offering for you and your family
• High deductible health plan available with health savings account contribution
• 20 weeks of parental leave
• 15 days PTO annually