- Calgary, Alberta, Canada
- Associate
- 3+ years
Support Investment Advisors by providing client service, financial analysis, and administrative assistance.
Responsibilities
- Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
- Manage the execution of transactions on behalf of the Advisor
- Analyze industry and company data, macro data, develop and maintain financial models
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
- Attend client meetings as required, including prospect and annual review meetings
Requirements
- Undergraduate and/or postgraduate degree in Business/Economics or related field
- Licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)