Increase the Company’s market share in the securities markets, provide superior market recommendations and demonstrate a sound understanding of global financial markets operations.

 

Core Functions:

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• Offer first class customer experience while building trust-based relationships in the high net worth space.

• Increase the Company’s market share in the securities markets through prospecting, selling and cross-selling of the company’s services.

• Appropriately measure risk tolerance and asset allocation of client-portfolios for making sound investment recommendations.

• Generate targeted levels of revenues by appropriately assisting with distributing the company’s investment offerings.

• Build meaningful relationships across Waterloo Capital Advisors strategic international and regional partners to leverage opportunities.

 

Qualifications and Experience:

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• Bachelor’s Degree in Finance, Business Administration, Accounting or any other related discipline.

• Work experience in investment advisory and portfolio management at a financial institution will be an asset.

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Email: careers@waterloocapitala.com