Associate Investment Counsellor job - OTTAWA - MD Physician Services |
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| Associate Investment Counsellor (Expired) |
| MD Physician Services |
| OTTAWA |
| Associate Investment Counsellor Department: Member Experience Date Posted: 1/12/2012 Position Type: FT Reference No.: 2012-1669 Reports to: Regional Manager Career level: C1 The Associate Investment Counsellor’s (AIC) primary responsibility is to provide client relationship management for discretionary portfolio management services offered to higher net worth MD clients, in accordance with MD Private Investment Counsel’s (MD PIC) investment counselling process. On an ongoing basis, the IC is responsible for the day-to-day relationship management of all clients based on MD PIC Service Standards, to ensure all portfolios are compliant with the clients’ Investment Policy Statements, and to maintain an ongoing relationship with MD’s Financial Consultants. Duties & Responsibilities: To foster, maintain and strengthen client relationships through regular, comprehensive contact in accordance with the service commitment made to MD Private Investment Counsel’s clients; To ensure all portfolios are compliant with the clients’ Investment Policy Statements; To network internally to foster relationships and ensure the value proposition relating to Private Inv.... |
| Found at MD Physician Services on 2012-01-12 15:46:04 |
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