Analyst - Investments

Location: Toronto, ON, Canada
Date Posted: 08-18-2017
Are you an experienced Investments professional a CPA/CA with Advisory, Corporate Finance or Investment Banking (trading/equity research) who's looking to transition 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, is looking to hire a seasoned Analyst, Investments into a newly created role. You will be responsible for client management; undertaking tax, investment and other planning 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. And 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:
  • CPA, CA preferred, ideally together with a CFA
  • 5-10 years post qualification experience
  • Progressive career working in an advisory / professional services or an investment firm
  • Deep knowledge of a wide breadth of investment products, all asset classes
  • 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
This is an immediate need, please apply ASAP and in confidence to be considered.
this job portal is powered by CATS