The Group:

• Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors.


• AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building an intuitive, all-in-one technology for advisory firms.
• AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model.
• The trading group within AIM is responsible for trading client accounts to keep them in line with model portfolio target allocations.

The Role:

• We’re seeking an Associate Trader to join our growing team.


• This person will be responsible for trading in client accounts to address day-to-day cash flows, target drift due to market movements, portfolio allocation changes, tax loss harvesting, and other portfolio change...