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Canadian Investment Counselor

2 months ago

Dallas, United States CNI Consulting Inc. Full time
Do you have a background in Finance and Investments as either an advisor or broker and... Are you a high achiever Do you have passion Drive Do you want to be innovative Do you love to build relationships and educate Are you interested in other cultures Do you challenge yourself to continue to grow and develop Then we are looking for you

Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor.

*The Opportunity:*

As an Investment Counselor you will be the face and voice of our client. You will spend your time on an assigned roster of highnetworth clients educating them on our topdown investment philosophy explaining why we ve made certain decisions for their particular portfolio and helping them understand events in the market. Your sole mission is to help your clients stay on track with their longterm financial goals.

*The DaytoDay:*

When you come to work for us as an Investment Counselor we provide you with an arsenal of support including:

* An advanced finance and capital markets education through our training and mentoring program allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage
* Internal portfolio decisionmakers and auxiliary research teams who handle the portfolio itself meaning you can focus on providing unparalleled customer service. You re free to take off your many hats and become an expert in client relationship management and education
* Ongoing career development empowering you to discover your own career path
* Opportunities for advancement driven by performance and attitude
* Competitive compensation that aligns your interest with the client s instead of working against each other

*Your Qualifications:*

* CFA (any level)
* A thorough understanding of the investment industry
* A desire to develop longstanding relationships as opposed to selling products or trading accounts
* A tremendous desire to explore new opportunities and challenges
* Clientfocused

Don t miss it though these are coveted positions within the firm and tend to fill fast. Take your career to the next level and apply today

*Why Our Client:*
From unmatched service to innovative perspectives on investing it s the people that make our client s purpose possible. After all it s their people that enable them to offer the level of service that we do. And they invest in them accordingly offering exceptional benefits like:

* 100% coverage of premiums for health vision and dental insurance
* A 50% 401(k) match up to the IRS maximum
* 20 days of PTO* plus 9 paid holidays
* 8 week paid Primary Caregiver Parental Leave
* And much much more

They also provide a cumulative continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an awardwinning work environment; we re Great Place to Work Certified and The Oregonian named us as a Top Workplace.

5 to 7 years or more of selling to stock market investors within the financial industry Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets Record of six-figure earnings in each of the past 3 years (pay for production compensation model)