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⏰ Full-time

CIRO Licensed Associate Investment Advisor

Shafik Hirani's Private Wealth Management Practice
Location 📍 calgary, Canada
Posted 📅 June 06, 2026
Work Type ⏰ Full-time

Position Overview

Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners Inc. is seeking a CIRO Licensed Associate Investment Advisor to join our team.

The ideal candidate will support portfolio management, investment strategy development, and the delivery of customized financial planning solutions that help clients achieve long-term financial success. As an Associate Investment Advisor, you will work closely with senior advisors, strengthen client relationships, and contribute to a high-performing advisory practice.

Key Responsibilities

  • Conduct assessments of clients’ financial situations, including assets, liabilities, income, expenses, investment objectives, and long-term goals.
  • Support the development and implementation of personalized investment strategies aligned with clients’ risk tolerance and financial needs.
  • Assist with portfolio construction, investment recommendations, and market research.
  • Prepa...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
calgary, Canada