Associate Wealth Counsellor

In the role of an Associate Wealth Counsellor, you hold a pivotal position within the Kinsted Wealth Counsellor team. The ideal candidate will be well-rounded with strong interpersonal skills, high attention to detail, organized, able to work well within a team, have an entrepreneurial attitude, excellent presentation abilities, and be able to multitask and thrive in a fast-paced and dynamic environment. You will be given a book of clients to manage with mentorship from our senior Wealth Counsellors. An existing book of clients is an asset, but not required.

Key Activities

Portfolio Management and Research

• Conduct portfolio analysis, asset allocation reviews, and manage positions and transitions.
• Execute trades and manage capital gain/loss strategies.
• Provide performance attribution and support general trading operations.

Business Development

• Build strong relationships with referral partners and prospective clients.
• Create client proposals and presentations.

Relationship Management

• Serve as a key support to referral partners and clients in proactive and reactive client service.
• Act as primary relationship manager, handling reviews, proposals, updating asset mixes and documentation.
• Prepare meeting materials and manage KYC/IPS updates and client onboarding data.
• Review ad hoc client reports and quarterly client statements to ensure accuracy.