Clinician providing mental health services in a multidisciplinary team. Join a supportive environment in Georgetown to deliver excellent client care.
About the role
- Investment Counsellor delivering tailored investment management and wealth planning solutions for high-net-worth clients. Collaborating with internal teams to enhance client service capabilities.
Responsibilities
- Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform.
- Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices.
- Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
- Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
- Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
- Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring.
- Communicate MPW’s investment philosophy and risk management approach effectively to both existing and prospective clients.
- Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm.
- Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience.
Requirements
- CFA designation, CIM designation or CFA candidate (TEP or CFP designations are considered an asset)
- Eligible for registration as an Associate Advising Representative or Advising Representative with the provincial securities commissions
- Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients.
- Undergraduate degree in Commerce, Finance, or a related field preferred (MBA or equivalent considered an asset).
- Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management.
- Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management.
- Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.
Benefits
- Health insurance
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Paid time off including holidays, vacation, personal, and sick days
- Statutory leaves of absence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Travel Counsellor assisting visitors at the Amherst Visitor Information Centre to provide customized trip planning assistance and excellent customer service.
Geotechnical Advisor focusing on hydraulic engineering projects. Collaborating in multidisciplinary teams on various complex geotechnical tasks within the Netherlands.
Genetic Counselor collaborating with clinical teams to deliver genetic care at Cancer Center. Essential role in patient education, genetic assessment, and support.
Consultant en recrutement expert chez Aleanza, déterminant des stratégies d'acquisition de talents. Analyser les besoins des clients et mener les mandats de recrutement avec un impact significatif.
Customer support agent at Octopus Energy assisting clients with energy contracts. Providing pro - active service to ensure customer satisfaction and engagement.
Personal Financial Counselor providing financial counseling services to military personnel and their families. Involves class coordination, individual counseling, and managing sensitive situations.
Assignment Readiness Counselor providing essential behavioral health services to military service members and families. Covering short - term and on - demand needs at military installations in Virginia.
Counselor delivering behavioral health services to military members and families in various settings. Covering short - term assignments and supporting mental health initiatives at military installations.
Licensed Professional Counselor providing mental health services in a hybrid role with flexible remote options. Collaborating with a team to improve community mental health care.