Investment Counselor, ATB Investment Management
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Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.
Job Number: REQ4385
Location: Edmonton or Calgary, AB
Apply by: Oct 6, 2022
System Title: Portfolio Manager
# Positions available: 1
Leader Name: Philip Shu
As ATB’s next Investment Counselor (IC), you will provide discretionary investment counseling and portfolio management for High Net Worth (HNW) and Ultra High Net Worth investors. The IC initiates and maintains strong, long-term relationships with direct and referral clients based on a track record of exceptional service, strong communication, sound investment management and a commitment to fiduciary duty.
Under the leadership of the Managing Director, Private Investment Counsel and Institutional Portfolio Management, the IC works closely with external centres of influence, ATB Securities Inc. financial advisors, ATB private bankers, ATB business bankers and ATB Capital Markets to serve clients and deliver positive outcomes. A dedicated Portfolio Associate and other support teams work alongside the IC to deliver an elevated client experience.
The Investment Counselor prospect process begins with a deep discovery discussion exercised by the IC to identify technical and behavioral considerations that are relevant to building and managing a discretionary investment portfolio and coordinating specialized wealth management services such as financial, tax, estate and business succession planning. The IC will adjust their investment recommendation and portfolio management as necessary as clients’ goals and expectations evolve.