FINANCIAL ADVISOR

EMPLOYER

The Investor’s Podcast Network, in partnership with mbf Chartered Professional Accountants.

KEY RESPONSIBILITIES

• Build and maintain strong client relationships through discovery conversations, goal-setting, and risk assessment
• Recommend and implement suitable investment strategies using the firm’s ETF-based model portfolios
• Meet client experience, advice, and business development goals while ensuring compliance with regulatory standards
• Educate clients and prospects on our investment philosophy through video, blog posts, and seminars

QUALIFICATIONS & REQUIREMENTS

• CFA charter holder with a minimum of 3 years of relevant investment management experience
• Eligible for registration as a Portfolio Manager (PM) under provincial securities commissions and/or CIRO, and as a Registered Individual under an Exempt Market Dealer (EMD)
• Strong understanding of ETF-based portfolio construction, asset allocation, and client risk profiling
• Demonstrated ability to manage client relationships with professionalism, clarity, and care
• Excellent interpersonal and communication skills, with a focus on delivering client-centered investment solutions
• Ability to work independently as well as collaboratively within a team environment

COMPENSATION & BENEFITS

• Competitive base salary + performance bonus/commission upside
• Benefits package (health/dental, retirement plan, etc.)
• Ongoing training and professional development opportunities

HOW TO APPLY

If this role sounds like a good fit, I’d love to hear from you. Please send your resume and a short cover letter to [email protected].

About mbf Chartered Professional Accountants

mbf Chartered Professional Accountants is a boutique accounting firm located in downtown Kentville, Nova Scotia. Our accountants specialize in tax preparation, valuations, and business advisory services to small and medium-sized businesses. We work closely with individuals and owner-managed businesses to curate and implement the services you need to achieve your financial goals and make your life easier.