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 organizing and monitoring accounts, placing trades, preparing required documentation, 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
– A solid understanding of Canadian and US Equity markets
– Superior Email, Calendar and Time Management skills
To apply for this opportunity, please email your resume to dfong@acumencapital.com . We thank all candidates for their interest; however only those selected for further consideration will be contacted.
