Investment Counselor
Insight Global
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 No cold calling theyre just calling current clients Will need to eventually pass a series 65 Day-to-Day InsightGlobal 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. #J-18808-Ljbffr
Vacancy posted 3 days ago
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