Investment Counsellor The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team setting, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required. The role entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand private client business is also a key component of this role.

Manages all aspects of client funds administration, including account compliance and financial balancing to external custodians, monthly and quarterly account reporting.

- Thorough understanding of and ability to provide information on company products and investment philosophy,

Responsible to ensure models are meeting risk and return objectives.

- Contributes to training, growth & development of Financial Advisors.




- Consulting and connecting with Asset Management, the PM team and Financial Advisors.
- Travels as required to meet client needs.

CRITICAL PERFORMANCE AREAS

Responsible to adhere to all compliance and regulatory requirements as set out by the firm and regulatory bodies • Continues development of personal competence.

Serves as specific client account manager, where designated.

- Fulfils our goal for client service excellence by ensuring clients are aware of material changes made to the

Maintains positive working relationship with Asset Management team, the Portfolio Management team and Financial Advisors.

- FINANCIAL & BUSINESS PERFORMANCE
- Client Portfolio Management - ensures client accounts are within tolerance limits – avoids performance disparity between accounts.
- CFA Level 1 or CIM required

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📌 Investment Counselor High Net Worth (Calgary)
🏢 Targeted Talent
📍 Calgary