Investment Analysts

Location: Toronto, ON, Canada
Date Posted: 10-05-2017
Are you an experienced Investments professional with a CFA, CPA/CA or CFP with financial planning, investment banking, investment advisory expertise interested in transitioning to a leading investment advisory firm? Do you enjoy working in a collaborative team environment, and are looking to build your career in Wealth Management? If so, please read on, this is a newly created exciting opportunity.

Our client, a growing wealth management firm located downtown Toronto, is looking to hire experienced Analysts into newly created roles. You will be responsible for client relationships, tax planning, investment and other advisory work for high net worth clients. You will bring your curious and analytical mindset and competencies to this role, to enhance the firm’s overall knowledge on investments and tax (personal, trust). Prepare comprehensive, well written reports to meet client’s individual needs. The Analyst will be involved in critical meetings to discuss investing decisions. You will have direct exposure to clients and will work alongside some of the top mentors and investments professionals in Canada. This is a long-term career opportunity for an ambitious, passionate investment professional. 

 In order to be considered for this role, you will possess the following:
 
  • CFA, CPA/CA ideal, CFP/CIM beneficial, with relevant experience
  • 4-10 years experience
  • Progressive career working in a banking/wealth management/portfolio strategy group, or from an advisory/professional services or an investment management firm 
  • Deep knowledge of a wide breadth of investment products, all asset classes (public and private ideal)
  • Excellent interpersonal skills, ideally with client relationship management experience
  • Experience from Wealth Management, ideally high-net worth clients
  • Collaborative, team player, roll-up your sleeves attitude
 
These are immediate needs, please apply ASAP and in confidence to be considered. Competitive compensation package on offer.
 
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