The Investor’s Podcast Network, in partnership with mbf Chartered Professional Accountants.
KEY RESPONSIBILITIES
- Build and maintain strong client relationships through discovery conversations, goal-setting, and risk assessment
- Recommend and implement suitable investment strategies using the firm’s ETF-based model portfolios
- Meet client experience, advice, and business development goals while ensuring compliance with regulatory standards
- Educate clients and prospects on our investment philosophy through video, blog posts, and seminars
QUALIFICATIONS & REQUIREMENTS
- CFA charter holder with a minimum of 3 years of relevant investment management experience
- Eligible for registration as a Portfolio Manager (PM) under provincial securities commissions and/or CIRO, and as a Registered Individual under an Exempt Market Dealer (EMD)
- Strong understanding of ETF-based portfolio construction, asset allocation, and client risk profiling
- Demonstrated ability to manage client relationships with professionalism, clarity, and care
- Excellent interpersonal and communication skills,
with a focus on delivering client-centered investment solutions
- Ability to work independently as well as collaboratively within a team environment
COMPENSATION & BENEFITS
- Competitive base salary performance bonus/commission upside
- Benefits package (health/dental, retirement plan, etc.)
- Ongoing training and professional development opportunities
HOW TO APPLY
If this role sounds like a good fit, I’d love to hear from you. Please send your resume and a short cover letter to [email protected].
About mbf Chartered Qualified Accountants
mbf Chartered Professional Accountants is a boutique accounting firm located in downtown Kentville, Nova Scotia. Our accountants specialize in tax preparation, valuations, and business advisory services to small and medium-sized businesses. We work closely with individuals and owner-managed businesses to curate and implement the services you need to achieve your financial goals and make your life easier.