Canadian Investment Counselor - TX

CNI Consulting • Dallas, TX

3d • Onsite

About The Position

Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals.

Requirements

• CFA (any level)
• A thorough understanding of the investment industry
• A desire to develop longstanding relationships as opposed to selling products or trading accounts
• A tremendous desire to explore new opportunities and challenges
• Client-focused

Nice To Haves

• Background in Finance and Investments as either an advisor or broker
• High achiever
• Passion
• Drive
• Innovative
• Love to build relationships and educate
• Interested in other cultures
• Challenges self to continue to grow and develop

Responsibilities

• Educating high-net-worth clients on the firm's top-down investment philosophy.
• Explaining investment decisions made for client portfolios.
• Helping clients understand market events.
• Ensuring clients stay on track with their long-term financial goals.
• Providing unparalleled customer service.
• Client relationship management and education.

Benefits

• Advanced finance and capital markets education through training and mentoring program
• Internal portfolio decision-makers and auxiliary research teams handle the portfolio
• Ongoing career development
• Opportunities for advancement driven by performance and attitude
• Competitive compensation
• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO
• 9 paid holidays
• 8 week paid Primary Caregiver Parental Leave
• Cumulative, continuous learning and development framework customized for every employee

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed