Investment Advisor Assistant

Investment Advisor Assistant

Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for an Investment Advisor Assistant to join our team. This role supports the success and growth of Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, supporting compliance requirements, and maintaining an effective and efficient work environment.

The successful candidate must be detail oriented, and able to work independently as well as in a team. Superior time management and organization ability is required as additional responsibilities include maintaining a client database, reviewing transactions, and providing client service through taking and placing trade orders as required. A personable approach and demonstrated ability to build rapport and strong client relationships is essential.

The role is a hybrid role with a minimum of 60% of working time in the office and a maximum of 40% of working time through remote work.

Education & Experience Requirements:

- Licensed as an Investment Representative

- A minimum (2) two years in the financial industry is required

- A solid understanding of Canadian and US Equity markets

- Superior Email and Calendar and Time Management skills

The successful candidate will create a client focused experience with strong verbal and written communication skills that capture the professional presence and client first culture of our organization.

To apply for this opportunity, please email your resume to cmadill@acumencapital.com . We thank all candidates for their interest; however only those selected for further consideration will be contacted.