Join Acumen Capital Partners as an Investment Advisor Assistant in Calgary, where you will support financial advisors through client service and trade management in a hybrid work model.
This role is vital for enhancing the productivity of Investment Advisors at Acumen Capital Partners. You will need to be detail-oriented and possess superior time management skills for maintaining client databases and supporting compliance requirements. Robust communication abilities will help foster rapport with clients and ensure an exceptional client-focused experience.
Key Responsibilities:
• Organize and monitor investment accounts efficiently
• Place trades and prepare necessary documentation
• Maintain and review client databases and transactions




• Provide stellar client service and support trade orders
• Collaborate effectively with Investment Advisors
Requirements:
• Licensed as an Investment Representative
• Minimum of 2 years in the financial industry
• Understanding of Canadian and US equity markets
• Outstanding email, calendar, and time management skills
• Exemplary verbal and written communication abilities
Create a client-first setting through trade support and relationship building at Acumen Capital Partners.
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📌 Investment Advisor Assistant In Calgary
🏢 Acumen Capital Partners
📍 Calgary