Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer which offers independent, unbiased investment expertise and total portfolio management solutions. Our focus at GP is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and societal positive. GPI ( presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment. Providing support to the Investment Counsellor team to assist in the management of client relationships; Assisting in the preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design,
portfolio/strategy structure and the selection of investment managers; Assisting the Investment Counsellor in the preparation for client meetings/presentations; Preparing implementation plans for each client and effectively liaise with the administrative team to ensure that strategies are implemented with timeliness and accuracy; Assisting in special projects relating to investment manager research, business development and client relationship management. Bachelor’s degree in finance, economics, business, or a related field; CFA and/or CIM designation or progress toward it is an asset ~2-5 years’ experience in the financial industry ~ Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information Excellent written and verbal communication skills ~ The base salary range is expected to be between $65,000
- $80,000, with eligibility for a discretionary bonus. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We regularly review these tools to help prevent bias or discrimination. #