financial portfolio strategist - Calgary - beBeePortfolio

    beBeePortfolio
    beBeePortfolio Calgary

    2 weeks ago

    Full time $150,000 - $300,000 (CAD) per year *

    Job title: Investment Counsellor

    Description

    Objective:

    • Manage high net worth client portfolios to retain and grow the relationships.

    The primary function of this role is to build long-lasting, meaningful connections with a diverse range of clients. The goal is not only to understand their financial needs but also provide them with tailored solutions that fit their personal objectives. To accomplish this we will work closely together as a team sharing ideas and utilizing our collective knowledge and experience.



    • Evaluate each client's specific situation through conducting detailed analysis taking into account all relevant factors such as current market trends and economic indicators then implementing strategies accordingly.

    This includes creating comprehensive plans for investment growth aligned with individual goals along with regular monitoring progress towards these targets ensuring maximum return on investment while maintaining risk tolerance within established parameters.


    Achievements:


    * This salary range is an estimation made by beBee
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