Position Details
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 Degr...