research, financial planning, canada

Closed - This job posting has been filled and work has been completed.
Accounting & Consulting Financial Planning Posted 3 years ago


Less than 30 hrs/week
More than 6 months

Start Date

November 18, 2012


Hi there, I am a canadian financial planner.

I have gotten very busy.  I enjoy meeting with clients but do not enjoy the investment selection process.
I am fully licensed under IIROC which means i can recommend stocks, bonds, hedge funds, ETF's etc

I typically only use mutal funds, one hedge fund called VERTEX , based out of vancouver BC and a few ETF's .  i do not want to be a day trader  

i need help coming up with recommendations using sound analytics, fundamentals, technicals, i like managers that get compensated on an absolute basis,not on a relative basis.

I like managers that are risk adverse and do decent in all markets..

i realize that this may not be the right forum to find someone but i thought i would try it out.

you would have to be familiar with investments and know how to research the domain specific to the canadian market.

I used to have an associate but she got caught up in the flavor of the day.  

I like to be a contrarian.

Skills: research

About the Client

(4.82) 16 reviews

United States
Deming 02:13 PM

41 Jobs Posted
54% Hire Rate, 1 Open Job

$2,592 Total Spent
27 Hires, 3 Active

$5.74/hr Avg Hourly Rate Paid
178 Hours

Member Since Dec 5, 2011