Investment Counsellor

Website HSBC Bank

Job Description:

The ideal candidate for this role is someone who thrives working in complex environment and has the industry expertise, business acumen, and strong people leadership experience to deliver.

Job Requirements:

  • Propensity to work well in collaborative team environment
  • CFP and other wealth management designations are considered an asset.
  • Strong communication and interpersonal skills.
  • Relevant portfolio management / market analysis experience necessary for the registration of the candidate with the regulators as an advising representative. Or combination of certifications and experience leading to the registration as an advising representative with the regulators.
  • CFA Charter holder or CIM Charter plus
  • The ideal candidate will have minimum 5 years of experience in client relationship management and investment counseling for high net worth clients.

Job Details:

Company: HSBC Bank

Vacancy Type: Full Time

Job Location: Vancouver, British Columbia, CA

Application Deadline: N/A

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