Associate Portfolio Manager - Wealth Management — Edmonton, AB

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

Careers at North Road Investment Counsel

Do you love talking about investments and markets?

Do you get excited about modern portfolio theory?

Are you a CFA or CIM working in the Edmonton area?

We should talk!

This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect pension-level academic financial research with family wealth management, without the pressure of finding new clients.

If you are a smart, passionate professional who is excited about providing great fiduciary advice in a fun team environment, we want to hear from you! Our team has been simplifying the complex financial lives of successful Canadian families for close to 20 years. We are fortunate enough to have an independent, high-growth, investment management practice and are in need of an Associate Portfolio Manager to service our growing client base.

At North Road Investment Counsel, we believe wealth can be a force for good in the world.

The Opportunity Job Summary

This role will work closely with our advisors, portfolio managers, and corporate team to support the daily activities of the firm. This individual will play an important role in maintaining operational controls, systems, and processes that support a modern wealth management practice.

The ideal candidate is highly organized, technology-savvy, and takes pride in getting the details right. They enjoy solving problems, improving processes, and working behind the scenes to help others succeed. This role reflects responsibilities commonly found within leading Canadian wealth management and portfolio management firms, including account administration, portfolio operations, reporting, reconciliation, transfers, and advisor support.

Key Responsibilities

Client Relationship Management: Cultivate and maintain strong relationships with clients through first-class service and exceptional financial education.

Investment Management: Assist in the management of client investment portfolios, including asset allocation and ongoing portfolio rebalancing with our investment management team.

Risk Assessment: Develop clients' risk tolerance, financial goals, and risk-adjusted investment recommendations via our proprietary Goals and Portfolio Strategy (GPS) report, a program guided by the CFA Institute's Investment Risk Profiling system.

Financial Planning: Collaborate with clients and senior advisors to develop, implement, and monitor comprehensive financial plans, including retirement planning, estate planning, tax optimization, and wealth transfer strategies.

Collaboration: Work closely with the broader wealth management team, including senior advisors, operations and trading analysts, and support staff, to ensure a cohesive approach to client service.

Compliance: Ensure all activities adhere to regulatory requirements and internal compliance standards which includes the maintenance of accurate and organized client records.

Qualifications

A CFA or CIM financial designation is a must.

Minimum of 2 years of experience in investment or wealth management.

Preference will be given to candidates who are a Certified Financial Planner® (CFP®) or Registered Financial Planner® (R.F.P.®)

Strong ability to explain complex concepts to a non-technical audience.

A desire to learn and grow.

Ability to work both independently and as part of a collaborative team.

Adherence to ethical and compliance standards in the wealth management industry.

At North Road we are committed to professional growth and a supportive work environment - to improve mentorship and learning, this career position in Edmonton will be "office first" with some flexibility to "work anywhere" when needed.

If you are a dedicated, client-oriented professional with a passion for money and finance, we invite you to apply.