Vacancies
Investment Officer - Investment Management
Increase the Company’s market share in the securities markets, provide superior market recommendations and demonstrate a sound understanding of global financial markets operations.
Core Functions:
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Offer first class customer experience while building trust-based relationships in the high net worth space.
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Increase the Company’s market share in the securities markets through prospecting, selling and cross-selling of the company’s services.
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Appropriately measure risk tolerance and asset allocation of client-portfolios for making sound investment recommendations.
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Generate targeted levels of revenues by appropriately assisting with distributing the company’s investment offerings.
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Build meaningful relationships across Waterloo Capital Advisors strategic international and regional partners to leverage opportunities.
Qualifications and Experience:
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Bachelor’s Degree in Finance, Business Administration, Accounting or any other related discipline.
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Work experience in investment advisory and portfolio management at a financial institution will be an asset.