Investment Counsellor - Personal Finances

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Fill in the forms with the information about you that will help your clients to find you. Choose a job from our list of tasks and reply to it, so that the client will notice you.

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Geolance is the fastest-growing provider of professional services connecting in-demand providers with the companies looking for professional services. That means affordable services when you need them, built to meet your specific needs, and delivered by a suitable provider for the job. We are looking for Investment Counsellor - Personal Finances  to join our community.

Please note that you will be pre-registered with geolance after applying to this job board. So visit our staffing platform and log in with your email after applying to submit your portfolio and apply for projects.

Investment Counsellor - Personal Finances responsibilities include:

  • Conducting investment counselling interviews with clients to assess their risk tolerance and investment goals;
  • Researching and recommending appropriate investment strategies and products;
  • Preparing reports and presentations for clients;
  • Keeping abreast of developments in the securities industry; and
  • Providing clients with investment counselling and recommendations
  • Assessing client risk tolerance and investment goals
  • Constructing portfolios and managing client assets
  • Monitoring investments and making recommendations for changes

The ideal candidate will have experience with researching economic trends, government policies, global events etc. that may affect investments. They will also be able to work independently and be detail-oriented. If you are looking for an opportunity to make a difference in a fast-growing company, this is your role!

If you are a self-starter with a strong interest in Investment Counsellor - Personal Finances, we would love to hear from you!

Investment Counsellor - Personal Finances skills:

  • Analytical thinking
  • Excellent communication
  • Attention to detail
  • Multitasker
  • Bachelor's degree in business, finance or a related field
  • 3+ years of experience in investment counselling or a related role
  • Experience with portfolio management software
  • Proficient in Microsoft Office Suite and investment-related software programs
  • CFP designation is an asset but not required
  • Valid driver's license and access to a vehicle is an asset but not required

If you're looking for an opportunity to grow and build your resume, then you are the person who should join the Geolance family. Here at Geolance, we want to work with you to build great connections to great projects. Our staff is always on hand to help you out with any issues or problems you might have. We want to make sure that you're happy with the work you're doing and the opportunities you're getting. We pride ourselves on working with the highest quality providers and go out of our way to tailor your search.

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