Advance your career in wealth management with Aligned Capital Partners Inc. as a CIRO Licensed Associate Investment Advisor. Your focus will be on developing investment strategies and enhancing client relationships for long-term financial growth.
As an integral member of Shafik Hirani's team, you will engage in portfolio management and deliver customized financial planning solutions. This position provides an excellent platform to collaborate with experienced advisors and deepen your skills in client relationship management and compliance.
Key Responsibilities:
- Conduct assessments of client financial situations
- Help implement personalized investment strategies
- Assist with market research and portfolio construction
- Prepare client financial reports and plans
- Maintain proactive communication for client relationship success
Requirements:
- Active CIRO (IIROC) licensing is essential
- 2+ years in investment advisory or wealth management
- Bachelor's Degree in Finance or Economics
- Strong analytical capabilities and attention to detail
- Experience working with high-net-worth clients
Contribute your skills in investment management and client service to drive success at Aligned Capital Partners.
Join Aligned Capital as Investment Advisor in Calgary employer: Shafik Hirani's Private Wealth Management Practice
Aligned Capital Partners Inc. offers a dynamic and supportive work environment for CIRO Licensed Associate Investment Advisors, where you can thrive in your career while contributing to clients' financial success. With a strong focus on mentorship and professional growth, employees benefit from competitive compensation, comprehensive health plans, and access to an on-site gym, all within a collaborative culture that values client relationships and innovative investment strategies. Join us to enhance your expertise in wealth management and make a meaningful impact in the lives of high-net-worth individuals.
Contact Details:
Shafik Hirani's Private Wealth Management Practice Recruitment Team
