Job Description

Visit our websites:

www.theinvestorspodcast.com

www.mbfca.com

Job Overview

At The Investor's Podcast Network, in partnership with mbf Chartered Professional Accountants, we're launching a new financial advisory firm in Kentville, Nova Scotia. Our mission is simple: help clients invest with clarity and confidence, and compound wealth the right way.

We're hiring a Portfolio Manager-eligible Financial Advisor to join us at launch. In this role, you'll have discretionary authority to manage client ETF portfolios, provide clear investment advice, and help shape a firm built on trust and long-term thinking, while leading clients on their path to prosperity.

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

Job Qualifications

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. Join us as we empower individuals to take control of their financial futures through informed decision-making and expert guidance.

Compensation & Benefits

Competitive base salary + performance bonus/commission upside Benefits package (health/dental, retirement plan, etc.) Ongoing training and professional development opportunities
For further information, please contact stig@theinvestorspodcast.com (in confidence)

Please forward your resume, cover letter and references by email.

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

Visit our websites:

www.theinvestorspodcast.com

www.mbfca.com

Job Types: Full-time, Permanent

Benefits:

Casual dress Company events Company pension Dental care Discounted or free food Extended health care Life insurance On-site parking Paid time off RRSP match Store discount Vision care Work from home
Work Location: Hybrid remote in Kentville, NS B4N 1L2