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TITLE: Investment Counsellor LOCATION: Calgary, AB REPORTING: COO/CCO JOB PURPOSE: Why does the ... Consulting and connecting with Asset Management, the PM team and Financial Advisors. * Assist ...
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Quick apply
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Assistant Counsellor information
What is an assistant counsellor?
Assistant counsellors are professionals who support lead counsellors or therapists in providing mental health services to individuals or groups. Their responsibilities often include helping with administrative tasks, conducting initial intake interviews, assisting in therapeutic sessions, and supporting clients under supervision. They typically work in settings such as schools, community centers, or mental health clinics. Assistant counsellors are usually required to have some education or training in counseling or psychology, and their role is essential in ensuring smooth and effective counseling services.
How does an assistant counsellor typically collaborate with senior counsellors and other support staff?
Assistant Counsellors often work closely with senior counsellors by supporting client intake, preparing session materials, and observing counselling sessions when appropriate. They may also coordinate with administrative staff to schedule appointments and manage client records, ensuring confidentiality and accuracy. This collaborative environment helps Assistant Counsellors learn best practices and gain valuable experience, making it an excellent stepping stone for those aiming to advance in the counselling field.
What are the key skills and qualifications needed to thrive as an assistant counsellor, and why are they important?
To thrive as an Assistant Counsellor, you need a foundational understanding of psychological principles, active listening skills, and a relevant qualification such as a diploma or degree in counselling or psychology. Familiarity with case management software, confidentiality protocols, and basic assessment tools is typically required. Strong interpersonal skills, empathy, and the ability to build trust help set exceptional candidates apart in this supportive role. These skills and qualities are vital for effectively assisting clients, maintaining ethical standards, and contributing positively within a counselling team.
Do you need a degree to be an assistant counsellor?
Typically, an assistant counsellor does not require a degree, but having relevant education such as a diploma or certification in counselling, psychology, or social work can be beneficial. Employers may also value relevant experience and interpersonal skills for this role.
What are the most commonly searched types of Counsellor jobs in Calgary, AB?
The most popular types of Counsellor jobs in Calgary, AB are:
What cities near Calgary, AB are hiring for Assistant Counsellor jobs?
Cities near Calgary, AB with the most Assistant Counsellor job openings:
Job description
TITLE: Investment Counsellor
LOCATION: Calgary, AB
REPORTING: COO/CCO
LOCATION: Calgary, AB
REPORTING: COO/CCO
JOB PURPOSE: Why does the role exist?
The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required. The role entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand private client business is also a key component of this role. The IC reports to the COO/CCO.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Responsible for Business Development with Integrated Advisory partners and Financial Advisors.
• Manages all aspects of client funds administration, including account compliance and financial balancing to
external custodians, monthly and quarterly account reporting.
• Commitment to and responsibility for being compliant.
• Thorough understanding of and ability to provide information on company products and investment philosophy,
structure of pools and capital partners.
• Responsible to ensure models are meeting risk and return objectives.
• Contributes to training, growth & development of Financial Advisors.
• Consulting and connecting with Asset Management, the PM team and Financial Advisors.
• Assist Financial Advisors in understanding products, positioning, and messaging.
• Builds and maintains relationships with new and existing CPA firm clients.
• Manages and supports specific new business targets as well as designated client base.
• Commitment to participating in and attending professional development opportunities.
• Travels as required to meet client needs.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and regulatory bodies
• Promotes the firm’s brand, story and capabilities to internal and external audiences as appropriate.
• Contributes to firm culture & values.
• Provides on-going communication with Financial Advisors.
• Continues development of personal competence.
• Contributes to firm culture & values.
• Provides on-going communication with Financial Advisors.
• Continues development of personal competence.
CLIENT MANAGEMENT
• Represents company in client meetings.
• Serves as specific client account manager, where designated.
• Fulfils our goal for client service excellence by ensuring clients are aware of material changes made to the
portfolio(s) and the reasons for them.
• Effectively builds, develops, and maintains strong client relationships.
portfolio(s) and the reasons for them.
• Effectively builds, develops, and maintains strong client relationships.
BUSINESS DEVELOPMENT
• Delivers presentations to prospective clients, where required.
• Builds the firms brand, reputation, and role.
LEADERSHIP AND TEAM DEVELOPMENT
• Sets the right example - ethics, conduct, and crisis management.
• Maintains positive working relationship with Asset Management team, the Portfolio Management team and Financial Advisors.
• Coaches, mentors, counsels within the organization.
• Is a role model: creates a culture whereby constructive debate can occur in a safe and intellectually stimulating
environment.
• Encourages dialogue.
FINANCIAL & BUSINESS PERFORMANCE
• Achieves Sales Results.
• Client Portfolio Management - ensures client accounts are within tolerance limits – avoids performance disparity
between accounts.
• Provides prudent financial management of expenses; submit monthly expense reports.
FUNCTIONAL COMPETENCIES
• Proven exceptional business development and sales results.
• Competency in portfolio management and portfolio construction.
• Proven relationship builder.
• Detail oriented.
• Skilled in time management.
• Self-initiating, self-starting.
• Committed, energetic and engaged.
QUALIFICATIONS
• University Degree (Business, Economics, Accounting, Finance) or equivalent related experience
• 3-5 years proven sales experience within the wealth management industry
• CFA Level 1 or CIM required
• AAR required
About Targeted Talent
Sourced by ZipRecruiter
Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Vancouver, BC, CA