Mutual Funds Investment Specialist

TL;DR

Mutual Funds Investment Specialist (Finance): Managing, growing, and aligning client portfolios while delivering exceptional financial planning advice with an accent on relationship management and personalized investment strategies. Focus on identifying opportunities to strengthen portfolios and providing tailored solutions to support long-term client financial success.

Salary: $58,400 – $73,000

Company

Aviso Wealth, in partnership with hirify.global, provides comprehensive financial services and wealth management solutions.

What you will do

• Manage and grow client investment portfolios through proactive relationship management.
• Provide high-quality investment and financial planning advice tailored to unique client needs.
• Identify opportunities to strengthen portfolios and deliver personalized investment strategies.
• Collaborate with the Wealth Management team to contribute to department growth.
• Deliver knowledgeable and responsive support to ensure client satisfaction.

Requirements

• Minimum 5 years of experience in the investment industry.
• Professional certification such as IFIC, CSC, CFP, or PFP.
• Post-secondary degree or diploma in Commerce, Business Administration, or equivalent.
• Superior knowledge of the investment industry.
• Ability to travel as required for the role.

Culture & Benefits

• Comprehensive benefits package including health and wellness support.
• Pension plan for long-term financial security.
• Annual variable compensation program based on performance.
• Exclusive staff rates on various financial products and services.
• Professional development and continuous learning opportunities.
• Active community involvement through volunteer and charitable programs.