PI
Investment Counsellor
Calgary, Calgary region
On-site
Full-time
No salary posted2 weeks agoJob Overview
Job Description Job Description Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025, 2026 | Best Workpla…
What you'll do
- Provide investment advice to clients
- Assess client financial needs and goals
- Develop customized investment strategies
- Manage client portfolios
- Build and maintain client relationships
- Stay current with market trends and investment products
What you'll need
- Professional financial services designation or willingness to obtain
- Strong communication and interpersonal skills
- Knowledge of investment products and markets
- Ability to build and maintain client relationships
- Regulatory compliance knowledge
About the Company
PI