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Career Opportunities

Are you passionate about the financial services industry? Come and work with a dynamic team. If you are a highly driven, committed individual who puts clients’ needs at the forefront of everything you do, we want to hear from you. We are looking for talented individuals who think creatively about products, service and solutions. Individuals who embrace challenge and strive to always do their best. If this is you, please apply online for any appropriate vacancies.

Investment Advisor

Position Overview

Mount Equity Group Investment Advisors provide top-quality, trusted advice to our global clientele and their families. They are adept at building personal relationships in order to provide holistic guidance and assist their clients in making the best financial decisions to meet all of their needs. As a MEG Investment Advisor, you’ll work with a wide range of clients to design their individual investment plans, implement strategies, monitor portfolios and maintain regular communication with clients. Are you interested?

Investment Advisor Responsibilities

Assessing clients’ individual financial situation, understanding their needs, and creating a solid investment plan to meet their objectives;
Providing professional advice across a wide variety of financial products and services;
Guiding clients to make profitable and sound financial decisions;
Ongoing oversite of the established investment plan, communicating with clients and updating the plan as needed;
Monitoring securities under your administration and keeping abreast of market developments.

Qualifications

Bachelor’s/Master’s Degree in Finance, Accounting or Business Administration;
Ideally possessing 5 years of work experience in investment, finance or banking;
Experience in accounting, insurance and estate/tax law will be considered;
Fluent in spoken and written English;
Able to understand financial reports and to provide advice appropriate to client;
Strong communication and presentation skills; client-management experience an asset.