A leading financial institution in Metro Vancouver is seeking an Investment Counsellor to provide discretionary investment management for high-net-worth clients. The ideal candidate has a CFA designation, a university degree in Business or Economics, and a minimum of 5 years' experience in investment portfolio management. Responsibilities include developing client relationships, customizing wealth management strategies, and collaborating with specialists. This role offers a challenging work environment with a high level of autonomy.
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Investment Counsellor • City of Langley, Metro Vancouver Regional District, CA