Canadian Investment Counselor

Job Description

Insight Global is looking for multiple Canadian Investment Counselors to join their clients team. This candidate will be managing 200 of your own Canadian based clients. You will be on about 10 calls a day, both scheduled and unscheduled. You will also be involved in hosting client event, and possibly traveling internationally to Canada once a quarter to visit your clients. No cold calling, or wearing “many hats”. You will be provided a roster of high net worth clients.

Skills and Requirements

• Strong communication, relationship management and time management skills

• Minimum of 2 total years of experience with relevant investment management experience o Think recommending fixed income products or individual securities

• MUST HAVE a CFA level 1 o If no CFA, then they must have some sort of highly quantitative masters degree  Masters of Finance(Mfin), Masters of Engineering (MFE), Masters of Quantitative Finance(MQF) o A CIM could also work (Canadian specific cert) o General MBAs will be rejected, but heavy finance focused MBA’s or Student Run Investment Fund (SRIF) experience can work

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].