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5 Feb 2019

Full-time Investment Advisor

Mennonite Trust Ltd. – Posted by Mennonite Trust Ltd. Anywhere

Job Description

Location:  Saskatoon or Waldheim, SK

Role Purpose:

  • Manage and develop strong relationships with a book of investment clients and assist with administration of files for those clients.

Key Responsibilities:

  • Meet with investment clients and prospects to discuss investment objectives, evaluate their risk profile, and offer suitable investment options for their needs.
  • Prepare documents for all files and ensure organization of files is orderly and complete.
  • Complete required maintenance of investment portfolio including review of investment files and required client disclosure.

Qualifications:

  • Business / Commerce degree or equivalent experience.
  • Mutual Funds accreditation, or willingness to obtain it (i.e. Investment Funds in Canada or the Canadian Securities Course)
  • Personality that enables building strong relationships with clients.
  • Strong organizational skills with the ability to work independently.
  • Reliable team player.

Working Conditions:

  • Capable of managing multiple priorities and deadlines in an office environment.

For a full job description, go to:  www.mtrust.net/jobs/

How to Apply

Submit applications with a resume in confidence to: Mennonite Trust Ltd. PO Box 40 Waldheim, SK  S0K 4R0 Ph:  306.945.2080 Email:  jobs@mtrust.net

Job Categories: finance. Job Types: Full-time. Job Tags: Saskatchewan.

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