Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.
Reports to: VP, Growth & Strategic Partnerships
Employment type: Full-time
In the role of a Wealth Counsellor, you hold a pivotal position within the Kinsted Wealth Counsellor team. The ideal candidate is well-rounded with strong interpersonal skills, high attention to detail, organized, able to work well within a team, has an entrepreneurial attitude, excellent presentation abilities, and is able to multitask and thrive in a fast-paced and dynamic environment. You will be given a book of clients to manage with mentorship from our senior Wealth Counsellors. An existing book of clients is an asset, but not required.
To learn more about Kinsted, please visit www.kinsted.com
Kinsted is committed to an inclusive, equitable workplace where diverse perspectives are valued. We offer competitive rewards designed to support professional growth and well-being. Accommodations are available throughout the recruitment process upon request. Applicant information will be handled in accordance with applicable privacy legislation. This posting does not constitute an offer of employment.
#J-18808-LjbffrWealth Counsellor • Calgary, AB, Canada
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