At a Glance
- Tasks: Support the Investment Counsellor team by managing client relationships and delivering tailored portfolio strategies.
- Company: Join Guardian Capital Group, a leader in wealth and investment strategy.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic team atmosphere with opportunities for career advancement.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: 2-5 years of experience in finance; CFA/CIM designation is a plus.
The predicted salary is between 72000 - 88000 $ per year.
Guardian Capital Group Limited is seeking a motivated professional to join Guardian Partners Inc. in Toronto to support the Investment Counsellor team in managing client relationships and delivering portfolio guidance.
You will prepare customized portfolio strategies, conduct qualitative and quantitative analysis, assist in client meetings, and help implement plans with our administrative team.
A CFA/CIM asset and 2–5 years' experience preferred.
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Portfolio Analyst – Wealth & Investment Strategy in Toronto employer: Guardian Partners
Guardian Capital Group Limited is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a supportive environment that encourages growth and teamwork. Joining our team means being part of a dynamic organization dedicated to delivering tailored investment solutions while prioritizing employee well-being and career advancement.
