Investment Counsellor
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TITLE: Investment Counsellor LOCATION: Calgary, AB REPORTING: COO/CCO JOB PURPOSE: Why does the role exist?
The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required.
The role entails meeting with existing and prospective private clients to discuss their needs, …
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