Publié il y a 6 jours
Investment Advisor / Portfolio Manager
@ Acumen Capital Partners
Calgary, Alberta
En bref
Acumen Capital Partners is hiring a full-time Investment Advisor to build client wealth strategies. The role centres on developing client relationships, providing personalized investment advice, and prospecting and retaining clients. The posting requires at least 5 years of similar experience and a strong existing client base.
Responsabilités :
- Develop and manage client relationships and goals
- Provide comprehensive wealth management advice
- Prospect new clients and retain existing ones
- Participate in team meetings and training
- Stay updated on financial products and markets
Résumé des exigences :
- Minimum 5+ years in a similar role
- Strong existing client base
- Deep understanding of wealth management
- Proactive and able to work independently
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-11-05
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Expérience | 5 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Avantages mentionnés | Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Acumen Capital Partners
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
About Us:
Acumen is a client-focused firm providing comprehensive wealth management and capital
markets services and advice. We are 100% employee-owned and truly independent, meaning
we place our clients' interests at the forefront of our operations.
Our reputation of integrity, insight, and value is the cornerstone of all our relationships. We
pursue well-vetted investment opportunities, always intending to provide excellent returns for
our clients. We value entrepreneurship, accountability, and responsible corporate citizenship.
These values guide each team member's efforts to ensure our services and advice result in
optimal returns on your investments.
About the Role:
As an Investment Advisor, you'll help clients achieve their financial goals. You'll provide
personalized financial advice and develop investment strategies that align with our clients'
unique financial objectives. We're looking for a professional with a strong client base, capable of
maintaining and expanding professional relationships.
What You Bring:
● Minimum of 5+ years of experience in a similar role.
● A strong client base showcasing your ability to maintain and expand professional
relationships.
● Deep understanding of wealth management services.
● Proactive approach, with the ability to work independently.
Responsibilities:
● Develop and manage relationships with clients, understand their goals, and create
strategies to help them achieve those goals.
● Provide comprehensive wealth management advice to meet the diverse needs of clients.
● Maintain and build your client base by prospecting new clients and retaining existing
ones.
● Actively participate in team meetings and training sessions.
● Continuously stay updated with the latest financial services and products and the overall
financial market scenario.
What We Offer:
● A chance to build your business under our banner, with industry-leading support and
training.
● Best in-class operational platform.
● Access to a comprehensive range of wealth management products and services.
● A supportive work culture that drives growth and success.
● If you're ready to take a leap in your career and make a significant impact in a dynamic,
employee-owned firm, apply today to join us at Acumen Capital Partners.
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