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Investment Advisor At W A Robinson Asset Management Ltd

Location: Kingston, Ontario

Job Description

Job Summary

As a member of the Investor Services Team, you will be a part of a team dedicated to the care of the client and to strive for the excellence demanded by the organization. You will be responsible for client relations, activity and recording all documentation required in an organized, compliant manner to meet the expectations of the Ontario Securities Commission. As well, be open to and explore fund opportunities to be presented to management for consideration.

Key Duties and Responsibilities - CFA\CIM\CFP for Investor Services:

Client Services:

Asset Management

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Job Requirements:

Education: CFA, CIM, University Degree in Finance, work toward AR designation

Experience: 3-5 years investment industry experience

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Skill/Abilities:

Cultural Fit: Possess a personality and values that align with and nurtures the corporate culture:

"Everyone working together to achieve challenging but sustainable goals in an environment of trust, professionalism, care for people, high ethical standards, adaptability to change, and co-operative teamwork."

Benefits per company policy: RRSP Plan; Health Spending Plan; Bonus Plan

Job Type: Full-time

Experience:

Education:

Licence: