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)
Robust 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 career 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 Qualified 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.