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CIRO Licensed Associate Investment Advisor
Shafik Hirani's Private Wealth Management Practice
📍
calgary, Canada
Location
calgary
Posted
June 08, 2026
Commute
Local Area
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Job Description
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. Prepare financial plans, portfolio reviews, and client report...
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. Prepare financial plans, portfolio reviews, and client report...