Investment Advisor/Financial Planner

Arta Finance is seeking a client-centred Investment Advisor to join their growing advisory team, supporting U.S. clients in developing and executing financial plans and constructing portfolios across multiple asset classes.

Requirements

• Meet with clients to understand their financial goals and risk tolerance
• Develop tailored financial plans and portfolio construction strategies
• Manage clients' portfolios and educate them on investment options
• Build relationships with members and stay current with capital markets trends

Benefits

• Competitive salary and benefits package
• Robust health insurance offering
• 20 weeks of parental leave
• 17 days PTO annually
• Equity portion of total compensation