CIRO Licensed Associate Investment Advisor

Position: CIRO Licensed Associate Investment Advisor Role
Join Shafik Hirani’s Private Wealth Management team at Aligned Capital Partners Inc. as a CIRO Licensed Associate Investment Advisor. Focus on portfolio management and client-centered financial planning solutions to foster long-term success.

In this role, you will collaborate closely with senior advisors, providing support in developing tailored investment strategies and conducting comprehensive assessments of clients’ financial situations. Your contributions will significantly impact the advisory practice's performance and client satisfaction.

Key Responsibilities:

• Assess clients’ financial situations and investment objectives

• Assist in formulating personalized investment strategies

• Conduct portfolio construction and market research

• Prepare detailed financial plans and reviews for clients

• Support senior advisors in relationship management

Requirements:

• Active CIRO (IIROC) license required

• Minimum of 2 years in financial services sector

• Bachelor’s Degree in a related field

• In-depth understanding of wealth management fundamentals

• Strong organizational and interpersonal skills

Utilize your investment management expertise to support client growth and satisfaction at Aligned Capital Partners.
#J-18808-Ljbffr