Base: $96,900 - $136,800 cad; bonus/equity: not sp...
10+ years financial services experience
Professional investment management consulting
Model portfolio construction and guidance
This role empowers advisors by delivering knowledge and tools to execute an efficient approach to professional portfolio management
Job Summary
This role empowers advisors by delivering knowledge and tools to execute an efficient approach to professional portfolio management.
The position involves driving adoption of professional investment management through high-impact coaching engagements that result in measurable changes.
Candidates will utilize analytical platforms like Morningstar Direct to analyze portfolios and support advisor coaching recommendations.
Matching Summary
This role empowers advisors by delivering knowledge and tools to execute an efficient approach to professional portfolio management.
Salary
Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off
Skills & Requirements
Must-have
10+ years financial services experience
Professional investment management consulting
Model portfolio construction and guidance
Advisor coaching and field enablement
Morningstar Direct analytical platform
Nice-to-have
CFA designation in progress or completed
Strong relationship management skills
Passion for building client relationships
Experience with mass affluent clientele
Ability to work independently and collaboratively
Key Requirements
Undergraduate degree in Business, Finance, Statistics, or Mathematics
Investment industry accreditation (e.g., CFP, CIM)