Aligned Capital as Investment Advisor

Position: Join Aligned Capital as Investment Advisor
Advance your career in wealth management with Aligned Capital Partners Inc. as a CIRO Licensed Associate Investment Advisor. Your focus will be on developing investment strategies and enhancing client relationships for long-term financial growth.

As an integral member of Shafik Hirani’s team, you will engage in portfolio management and deliver customized financial planning solutions. This position provides an excellent platform to collaborate with experienced advisors and deepen your skills in client relationship management and compliance.

Key Responsibilities:

• Conduct assessments of client financial situations

• Help implement personalized investment strategies

• Assist with market research and portfolio construction

• Prepare client financial reports and plans

• Maintain proactive communication for client relationship success

Requirements:

• Active CIRO (IIROC) licensing is essential

• 2+ years in investment advisory or wealth management

• Bachelor’s Degree in Finance or Economics

• Strong analytical capabilities and attention to detail

• Experience working with high-net-worth clients

Contribute your skills in investment management and client service to drive success at Aligned Capital Partners.
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