Investment Counsellor
Targeted TalentCalgary, Alberta, Canada
Posted October 27, 2021
Full Time
About the Company
Targeted Talent specializes in consultative, contingency recruiting for the clinical diagnostics, biotechnology, medical device, and pharmaceutical distribution sectors. Leveraging deep industry expertise, the firm matches high-potential talent with leading organizations that drive innovation in life sciences. In addition to talent acquisition, Targeted Talent offers HR consulting and training solutions to help clients build resilient, high-performing teams. The firm’s distinctive approach centers on a rigorous, data-driven selection process that identifies extraordinary candidates for extraordinary companies.
Job Description
The Investment Counsellor is responsible for interacting with clients, assisting in sales and marketing efforts, and working within a team environment. The role entails meeting with clients to discuss their needs, making portfolio recommendations, and reviewing their performance.
Requirements
- University Degree (Business, Economics, Accounting, Finance) or equivalent related experience
- 3-5 years proven sales experience within the wealth management industry
- CFA Level 1 or CIM required
- AAR required
