Investment Counselor
Detalhes do emprego
Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a full-time Investment Counselor role based in Toronto, ON, with flexibility for some remote work. As an Investment Counselor, you will be responsible for managing and growing client portfolios, developing and implementing investment strategies, analyzing financial data, and providing excellent customer service. This hybrid wealth management role allows for a combination of in-office and remote work. Strong sales and relationship oriented person, ideally currently managed previously a book of business or looking to build one using existing and prospective relationships.Bank FAs and Private Bankers are also welcome to applyQualificationsStrong knowledge of Financial Planning, Investments, and Investment StrategiesExperience in Finance and analyzing financial dataExcellent Customer Service skillsAbility to effectively communicate complex financial concepts to clientsHighly organized with strong attention to detailAbility to work both independently and collaborativelyProficiency in financial software and toolsRelevant certifications (e.g., CFA, CIM, CFP) are a plus Investment Management
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