Associate, Private Clients & Foundations

Leith Wheeler Investment Counsel Ltd. | Leith Wheeler Conseils en investissements; Calgary; On-site; CAD 68,000 - 74,000; Full time

Benefits offered by this job

Employee ownership

Open and transparent culture

Collaborative team environment

Job summary

Leith Wheeler Investment Counsel Ltd. invites a meticulous Associate, Private Clients & Foundations to join our Calgary team on an 18-month maternity leave contract.

You will support portfolio reporting, client communications, proposal development and operational tasks under the guidance of Portfolio Managers and Associates across the firm. We seek a client-focused professional with 2–5 years of private wealth experience, strong Excel and CRM skills, and an interest in continuing CFA studies.

Qualifications

• 2–5 years' experience in private wealth or financial services.
• Excellent verbal and written communication with stakeholders.
• Enrollment in the CFA program is an asset.
• Bachelor's degree in Business or Finance.
• Proficiency with Excel, Word, PowerPoint, and Outlook.
• Familiarity with Bloomberg, Advent, and Salesforce preferred.

Responsibilities

• Serve as a primary point of contact for client requests.
• Prepare meeting materials, investment reports, and correspondence.
• Support client meetings through coordination, note-taking, and follow-up.
• Build strong relationships with clients by ensuring timely, proactive communication.
• Facilitate onboarding of new clients, including KYC and compliance processes.
• Maintain accurate client data and ensure CRM systems are up to date.
• Process account changes, transfers, cash movements, and trade instructions efficiently.
• Liaise with custodians, internal departments, and external partners to resolve client issues.
• Support portfolio rebalancing, client reporting, and performance review activities.
• Prepare trade tickets, investment proposals, and financial planning summaries.
• Monitor key client milestones, portfolio events, and tax-related deadlines.

Skills

Client relationship management

Communication

Attention to detail

Organizational skills

Education

Bachelor's degree in Business or Finance

CFA program enrolment/asset

Tools

Excel

Word

PowerPoint

Outlook

Bloomberg

Advent

Salesforce

Job description

Associate, Private Clients & Foundations

(18-Month maternity Leave Contract)

Leith Wheeler Investment Counsel Ltd. is an employee-owned investment management firm headquartered in Vancouver, with offices in Calgary and Toronto. We manage over $35 billion in assets on behalf of pension plans, foundations, corporations, Indigenous organizations, and private clients across Canada.

We are seeking an Associate, Private Clients & Foundations to join our Calgary office on a 18-month maternity leave coverage contract. Supporting the Portfolio Management team, this role is integral to delivering an exceptional client experience through portfolio reporting, client communications, proposal development, and operational support. Working closely with Portfolio Managers and Associates across the firm, the successful candidate will contribute to the ongoing success of our Private Clients & Foundations business.

This opportunity is ideal for an individual who is passionate about investment management, committed to delivering outstanding client service, and enjoys working in a collaborative, high-performing environment.

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Responsibility Areas

Client Servicing & Relationship Management

• Serve as a primary point of contact for client requests.
• Prepare meeting materials, investment reports, and correspondence.
• Support client meetings through coordination, note-taking, and follow-up.
• Build strong relationships with clients by ensuring timely, proactive communication.

Account Administration

• Facilitate onboarding of new clients, including KYC, and compliance processes.
• Maintain accurate client data and ensure CRM systems are up to date.
• Process account changes, transfers, cash movements, and trade instructions efficiently.
• Liaise with custodians, internal departments, and external partners to resolve client issues.
• Support portfolio rebalancing, client reporting, and performance review activities.
• Prepare trade tickets, investment proposals, and financial planning summaries.
• Monitor key client milestones, portfolio events, and tax-related deadlines.

Compliance & Risk Management

• Ensure documentation and processes comply with regulatory standards.
• Assist with ongoing KYC updates, suitability reviews, and client file audits.
• Support internal process improvements.

Qualification and Experience

• 2-5 years’ experience working in a similar role in private wealth, investment advisory, or financial services.
• Excellent verbal and written communication skills, with the ability to communicate effectively with both internal and external stakeholders.
• Enrollment in the CFA program is an asset.
• Bachelor's degree in Business, Finance, or a related field.
• Proficiency in Excel, Word, Power Point, and Outlook.
• Familiarity with Bloomberg, Advent, and Salesforce software preferred.

Attributes for success

• Client-first mindset and ability to communicate with professionalism and empathy.
• A strong commitment to delivering exceptional client service.
• Outstanding organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• A collaborative approach and the ability to build strong working relationships across teams.
• High standards of professionalism, integrity, and ethical conduct.
• Initiative, accountability, and a continuous improvement mindset.
• Employee Ownership : As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.
• Open and Transparent Culture : We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.
• Team-Oriented and Supportive Environment : You'll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success.
• Work-Life Balance : We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.
• Learning and Development : As part of a boutique firm, you'll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.
• Shared Purpose : Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.
• Competitive Compensation Package : Salary range of $68,000 - $74,000 per annum, with flexibility for exceptional candidates with highly relevant experience. Compensation will be commensurate with education, experience, and internal parity.