Wealth Management Private Wealth Management Firm CFA Charterholder jobs in Bachelors

Found 3 North America jobs for open / negotiable

• Investment Counsellor / Client Relationship Manager (Private Clients)

  

  • Calgary (City), Alberta (CA)
  • Market
  • QV Investors Inc.

  Investment Counsellors meets with existing & prospective clients to discuss needs, makes recommendations, & review performance & market developments.

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  • 18 days ago
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• Portfolio Management Associate

  

  • Vancouver, British Columbia (CA)
  • We offer a range of $60,000 - $100,000 for salary depending on the individual's experience.
  • Seymour Investment Management

  This role is for aspiring Portfolio Managers. We offer to encourage and mentor you as you build your career as a valued member of our growing team.

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  • 25 days ago
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• Director of Investment Research for Multi-Family Office

  

  • Pennsylvania (US)
  • DOE
  • NexWealth

  Seasoned Director of Research for multi-family office to lead firm's manager due diligence, portfolio construction and recommendation processes.

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  • 1 day left
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