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    Investment Counselor - Toronto, Canada - BlueSky Investment Counsel

    BlueSky Investment Counsel
    BlueSky Investment Counsel Toronto, Canada

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Company Overview

    BlueSky Investment Counsel Inc. is a boutique portfolio management firm located in Toronto, ON, serving a diverse client base of individuals, non-profit organizations, and businesses. Committed to delivering tailor-made investment solutions, our team excels in providing top-notch service to our valued clients.


    Position Summary

    We are seeking a dedicated Investment Counselor to join our dynamic team in Toronto, ON. This role offers the flexibility of some remote work options. As an Investment Counselor, you will oversee client portfolios, craft investment strategies, conduct financial analysis, and deliver exceptional customer service. With a blend of in-office and remote work, this role is ideal for individuals with a knack for sales and relationship-building, whether with an existing client base or the ambition to cultivate new relationships.

    Bank Financial Advisors and Private Bankers are encouraged to explore this opportunity.


    Requirements

    • Thorough understanding of Financial Planning, Investments, and Investment Strategies
    • Background in Finance with the ability to analyze financial data
    • Superior Customer Service capabilities
    • Aptitude for explaining complex financial concepts clearly to clients
    • Strong organizational skills and meticulous attention to detail
    • Capable of working both autonomously and in a team setting
    • Proficiency in financial software and applications
    • Relevant certifications such as CFA, CIM, CFP are advantageous
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