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Title of the Job: Investment Counsellor (VCIM)
Location: Vancouver, BC
Job Description: Description :The Investment Counsellor VCIM works in an assigned region to develop business opportunities for VCIM and to on-board and service client relationships that they have cultivated. They will work with their clients to uncover their financial needs and provide a holistic approach to managing their client’s wealth and finances. They will work in partnership with a PM to determine the most appropriate investment strategy to meet their clients’ financial goals. They will provide excellent on-going service and advice.This is a permanent, full time role.A typical day would involve:
• Assessing needs and advise high net-worth members and organizations on appropriate asset allocation, selection of a model portfolio of pooled funds, and ongoing monitoring of suitability issues to establish their Investment Policy Statement and to deliver discretionary, socially responsible, investment… services that meet their investment objectives.
• Evaluating performance and make adjustments of to a members’ portfolios on a regular basis in accordance with market trends and economic conditions so that members’ assets are optimally allocated.
• Building and maintain a book of investment members, delivering a holistic investment and wealth planning experience to members so that business objectives are met.
• Developing new member acquisitions and participate in VCIM marketing initiatives to promote brand awareness internally and externally and increase market share.
You have:
• Must meet regulatory requirements to be registered as AR/AAR.
• Bachelor’s degree or higher in Finance, Economics, Business Administration, or a related field.
• CFA (Chartered Financial Analyst), or CIM (Chartered Investment Manager).
• CFP (Certified Financial Planner), or Personal Financial Planner (PFP).
• Proven experience in investment counselling or wealth management.
• Experience in working with institutional clients and submitting RFPs.
• Solid experience in leading with financial planning and providing tailored advice.
• Experience in developing and managing investment portfolios, including socially responsible investments and ESG.
• Proficiency in financial analysis and performance evaluation.
• Familiarity with market trends, economic conditions, and their impact on investment portfolios.
• Skillful in retail banking, business development, networking and referring to specialized experts.
You are:
• An excellent communicator – you use your interpersonal, written, and verbal communication skills to facilitate project deliverables, convey and address ideas, challenges, and opportunities across several functions, teams, and departments, internally and externally. You love to collaborate, consult, and be resourceful.
• Attuned to micro details while seeing the big picture: You understand the big picture objective and able to dive deep into data and details to ensure quality and accuracy of deliverables are met.
• Curious & innovative: You enjoy staying up to date on industry trends, exploring insights behind major headlines, and are future focused.
• Results-oriented: You are a self-starter and resourceful in overcoming obstacles. You have a demonstrated ability to uncover insights, generate appropriate solutions, and advance your deliverables on time, on budget, with attention to quality of outcomes.
• A problem solver & decision maker – you get to the root of an issue or challenging roadblock and develop solutions.
Salary: The salary range for the role will be base pay plus incentive.Posting Deadline: Posted until filled.We offer:
• We are the largest private-sector
in Canada and have been consistently recognized as one of the . * Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
• New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
• Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
• We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.
Please note that all shortlisted candidates for this role will be required to complete a background check which includes employment verification, credit check, and a criminal record check. Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.
Company Name: Vancity
Salary:
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Company: Vancity
Location: Vancouver, BC, Canada
Salary Range:
Job Providers:
Careers Job Canada