At Acumen, we know our people make all the difference. That’s why we’re always searching for great candidates to join our team. Whether you’re a seasoned veteran in the financial services industry, or considering a career change, Acumen offers the potential of a very profitable future. Think you’re Acumen material? Check out our current opportunities.
Ready to take control of your practice and provide your clients with truly independent advice?
An experienced advisor with an established client base.
If you are a client focused financial advisor ready to take your practice to the next level, let’s talk.
For a confidential conversation, please contact Brian Parker at 403-571-2514.
Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for an Investment Advisor Assistant to join our team. This role supports the success and growth of
Investment Advisors by preparing required documentation, completing administrative tasks, placing trades, supporting compliance requirements, and maintaining an effective and efficient work environment
Education & Experience Requirements:
– Licensed as an Investment Representative
– A minimum (2) two years in the financial industry is required
– Superior Time Management and Technical skills
– A solid understanding of Canadian and US Equity markets
The successful candidate must be detail oriented, and able to work independently as well as in a
team. Superior time management and organization ability is required as additional responsibilities
include reviewing transactions, responding to client requests, and placing trade orders as required.
A personable approach and demonstrated ability to build rapport and strong client relationships is
essential.
To apply for this opportunity, please email your resume to mmiller@acumencapital.com . We thank
all candidates for their interest; however only those selected for further consideration will be
contacted.
