Associate Portfolio Manager — Flexible, Client‑Focused Wealth Team

North Road Investment Counsel Inc.; Edmonton; On-site; CAD 70,000 - 90,000; Full time

Job summary

North Road Investment Counsel Inc. in Edmonton seeks an Associate Portfolio Manager to support daily firm operations and client service. You will work with advisors and portfolio managers on account administration, reporting, reconciliation, transfers, and advisor support, while upholding fiduciary standards and regulatory compliance.

A CFA/CIM is preferred for this role. This office-first role offers growth within an independent wealth management practice with some flexibility to work remotely

Qualifications

• CFA or CIM designation required.
• Minimum of 2 years of experience in investment or wealth management.
• CFP or RFP designation preferred.

Responsibilities

• Assist in client relationship management and education.
• Support investment portfolios, asset allocation and ongoing rebalancing.
• Assist in financial planning, retirement and estate planning.
• Collaborate with senior advisors and operations and trading analysts.
• Ensure regulatory compliance and accurate client records.

Skills

Client relations

Investment analysis

Portfolio operations

Financial planning

Attention to detail

Ethics/compliance

Education

CFA or CIM designation

CFP or RFP preferred

Job description

North Road Investment Counsel Inc. in Edmonton seeks an Associate Portfolio Manager to support daily firm operations and client service. You will work with advisors and portfolio managers on account administration, reporting, reconciliation, transfers, and advisor support, while upholding fiduciary standards and regulatory compliance.

A CFA/CIM is preferred for this role. This office-first role offers growth within an independent wealth management practice with some flexibility to work remotely