Associate Investment Counsellor

Burkett Asset Management Limited; Victoria; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading investment management firm in Victoria, BC seeks an Associate Investment Counsellor to support client portfolios and manage relationships. Ideal candidates will have strong communication skills and proficiency in Microsoft Office. This is a full-time role that offers a competitive salary and benefits.

Benefits

Competitive salary ($90,000 - $120,000)

Comprehensive health benefits

Retirement benefits

Qualifications

• Detail-oriented and analytically sharp.
• Strong relationship management capabilities.
• Excellent written and verbal communication skills.

Responsibilities

• Support client portfolio management.
• Prepare materials for client meetings.
• Manage client relationships and data.

Skills

Client relationship management

Attention to detail

Communication skills

Proficiency with Microsoft Office

Time management

Understanding of portfolio management

Education

Eligibility for registration as Advising Representative

Canadian Securities Course

Tools

Microsoft Excel

D1g1t

Wealthbox

Bloomberg

Job description

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Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than $425 million on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Saskatchewan, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our clients’ best interests as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Job Overview

Burkett Asset Management is seeking an Associate Investment Counsellor to join its growing team.In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.

The Associate Investment Counsellor will support the day-to-day management of client portfolios, take part in client meetings, and help evolve the Client Service team. This is a role designed for individuals who are detail-oriented, analytically sharp, and committed to delivering exceptional service.

Key Responsibilities

• Support the Portfolio Manager in servicing client relationships, including handling information requests from clients, consultants, and advisors
• Maintain and update client data, including personal details, account modeling, and performance tracking
• Prepare and review materials for client meetings, ensuring KYC documentation is up to date and meetings are booked in advance
• Contribute to the development and execution of customized investment proposals, quarterly reports, and presentation materials
• Manage client portfolios within defined mandates, risk tolerances, and firm investment philosophy
• Assist with onboarding and transitioning new client accounts in coordination with the Client Service team
• Participate in monthly Investment Committee meetings and support long-term strategy development
• Help identify and implement business development opportunities and represent the firm in the professional community
• Ensure all client and investment activities align with internal compliance standards and policies

Job Requirements

A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements :

Eligibility for registration as an Advising or Associate Advising Representative by end of year one

Canadian Securities Course considered an asset

Strong proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook); familiarity with D1g1t, Wealthbox, and Bloomberg is a plus

Relationship management skills and the ability to develop and maintain productive working relationships with employees, clients, and professional contacts

Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively

Highly organized with strong time management skills and the ability to manage multiple priorities

Proactive, innovative, and continuously seeking ways to improve processes and outcomes

Understanding of professional financial planning, investment regulations, and portfolio management best practices

Professional ethics and integrity second to none

Job Type & Location

Full-time (Monday to Friday), on-site

Victoria, BC : reliably commute or plan to relocate before starting work (required)

Must be willing to work to meet seasonal / peak workloads and deadlines when required

Competitive salary ($90,000 - $120,000) plus bonus

Comprehensive health and retirement benefits

We thank all applicants; however, only those selected for further consideration will be contacted.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Investment Management

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