Elevate your career as a Senior Investment Advisor with Acumen, an employee-owned firm focused on client success. Drive personalized financial strategies to help clients achieve their financial objectives.
As an experienced Investment Advisor, you'll leverage a strong client base to provide tailored wealth management advice. Your role will emphasize developing and maintaining meaningful relationships while utilizing a proactive approach to investment management. You'll also benefit from Acumen’s robust support system, ensuring excellence in service delivery.
Key Responsibilities:
• Develop and manage client relationships with tailored investment strategies
• Provide comprehensive wealth management advice for diverse client needs
• Expand your client base through prospecting and retention strategies




• Actively engage in team meetings and ongoing training
• Stay updated with the latest financial services and products
Requirements:
• Minimum 5+ years of experience in investment advisory roles
• Established client base reflecting relationship management skills
• In-depth knowledge of wealth management services
• Ability to work independently with a proactive mindset
• Robust commitment to client-centric values
Shape your clients’ financial futures and grow with Acumen by delivering exceptional wealth management solutions.
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📌 Senior Investment Advisor at Acumen (Calgary)
🏢 Acumen Capital Partners
📍 Calgary