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Associate Wealth Counsellor

Employer
Kinstead Wealth
Location
Calgary (City), Alberta (CA)
Salary
Salary + performance bonus
Closing date
Jul 6, 2023

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Private Wealth Management Firm
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Due to the growth of our firm, we are seeking an Associate Wealth Counsellor (AWC) to join our team. The ideal candidate will need to be well-rounded with strong interpersonal and technical skills (investment research and utilizing software systems) to contribute to the multiple functions within Kinsted. An existing book of clients is an asset, but not required.

GENERAL RESPONSIBILITIES

The candidate will be responsible for opening new client accounts and servicing existing client portfolios. Secondary responsibilities would be research, portfolio management and trade execution. The candidate will inherit existing client relationships from Kinsted Wealth Counsellors and new client relationships from established referral sources. Developing their own client relationships and networks will accelerate their career as a Wealth Counsellor servicing higher net worth clients. The candidate will work within a team environment with the other 12 licensed Wealth Counsellors/Portfolio Managers (registered Advising Representatives and Associate Advising Representatives) at the firm.

Compensation will be a base salary plus individual and team incentives.

The qualified candidate needs to be registered at a minimum as an Associate Advising Representative (AAR) with the Alberta Securities Commission. If not already achieved, the successful candidate will be expected to work towards achieving their CFA designation while employed at Kinsted.

Please email your resume.

We thank all applicants for their interest and all submissions will be held in strictest confidence; only those selected for interviews will be contacted.

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