Position Id
Edmonton AB
Job Type
Full-Time Regular

The Client:
Our client, a national leader investment advisory team focusing on servicing high and ultra-high net worth clients is growing and looking to add on a Licensed Investment Associate. The group puts a strong emphasis on personal and professional employee development and growth and excellence in service and has an exceptional corporate culture.

What you will achieve in this role:

  • Communicating with clients and assisting in managing and monitoring all client cash flow and trade reconciliations on a daily basis
  • Preparing personal and corporate tax information (not completing tax returns), estate administration, portfolio trading, assisting with client performance reporting, internal client fee audits and managing Registered Education Savings Plans (RESPs)
  • You will also share in preparing detailed reports used by the Investment Advisor in all client meetings and updating all client Investment Policy Statements after meetings
  • You will work closely with the Chief Financial Officers and Senior Management of various alternative money managers as it relates to client reporting on performance, taxes and fees

What you must bring to this role:

  • 3-5 years’ experience in the Investment industry working with private clients
  • Knowledge of private client account types and products (RRSP, RRIF, LIF, TFSA, RESP)
  • Completion of the CSC and CPH are required
  • IIROC RR licensed (or in the process of becoming RR licensed)
  • Extremely detail oriented with a strong client service focus
  • Follows processes
  • Works well in a team environment as well as on your own
  • Takes initiative
  • Working knowledge of Microsoft Office Suite
  • Learns new software quickly
  • Thrives in a fast-paced environment
  • Welcomes a challenge

Only those who are qualified will be contacted

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