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Calgary, Alberta
Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada. Clients are invested along side the pension funds of the world in private and public assets to achieve their goals while minimizing their risk.
Hybride · Calgary
The Wealth Counsellor manages a book of clients by conducting portfolio analysis, executing trades, and implementing capital gain/loss strategies. They are also responsible for business development through referral partner relationships and providing proactive client service and reporting.
Hybride · Calgary
The Portfolio Administrator supports wealth counsellors through portfolio analysis, asset allocation reviews, and the execution of client-directed trades. They are also responsible for business development activities and managing relationships for smaller accounts, including conducting reviews and drafting investment policy statements.