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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:

  • Offer first class customer experience while building trust-based relationships in the high net worth space.

  • Increase the Company’s market share in the securities markets through prospecting, selling and cross-selling of the company’s services.

  • Appropriately measure risk tolerance and asset allocation of client-portfolios for making sound investment recommendations.

  • Generate targeted levels of revenues by appropriately assisting with distributing the company’s investment offerings.

  • Build meaningful relationships across Waterloo Capital Advisors strategic international and regional partners to leverage opportunities.


Qualifications and Experience:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or any other related discipline.

  • Work experience in investment advisory and portfolio management at a financial institution will be an asset.


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