Associate, Private Wealth

Mawer Investment Management; Calgary; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health benefits

Retirement planning assistance

Annual learning stipend

Parental leave top-up

Employee Matching Program

Job summary

Mawer Investment Management is seeking an Associate, Private Wealth in Calgary to support Investment Counsellors with administrative tasks and timely reporting. The role requires attention to detail and a client‑service mindset to deliver exceptional service.

You will handle onboarding, trade prep, reconciliation, and reporting while maintaining strong relationships with clients and custodians; experience with Salesforce and SimCorp is beneficial.

Qualifications

• 3+ years’ related experience in an administrative or financial services role.
• University business degree or relevant post-secondary diploma.
• Canadian Securities Course (preferred).
• Strong working knowledge of Microsoft Office 365.
• Working knowledge of investment account types (RRSP, TFSA, Taxable, Corporate, etc.).
• Experience using Salesforce and SimCorp Dimension is an asset.
• Risk management mindset with strong internal controls and compliance understanding.
• Exceptional client service skills.
• Solid knowledge of investment management business and terminology.

Responsibilities

• Work closely with Investment Counsellors to provide administrative support and maintain client relationships.
• Manage account onboarding, trade preparation, verification, cash management, reconciliation, document management, and reporting.
• Investigate and resolve client, custodian, and advisor inquiries; prepare mutual fund trade orders.
• Prepare, review, and distribute monthly and quarterly client reporting.
• Troubleshoot and resolve internal/external queries; improve client service procedures.
• Provide team back-up and workflow support as required.

Skills

Attention to detail

Client service

Communication

Team player

Education

University business degree

Post-secondary diploma

Canadian Securities Course (preferred)

Tools

Salesforce

SimCorp Dimension

Microsoft Office 365

Job description

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people, we have consistently been recognized as a preferred employer, receiving awards such as Canada’s Top 100 Employers (2026), Alberta Top Employers (2026), and Canada’s Top Small & Medium Employer (2025).

Full Time

Vacancy Status: Existing role

The Opportunity

Mawer Investment Management is looking for an Associate, Private Wealth to join our team and provide critical support to Investment Counsellors and accurate, timely reporting. The successful candidate is expected to be a team player with excellent attention to detail and dedicated to delivering exceptional client service.

Role Responsibilities

• Work closely with one or more Investment Counsellors to provide administrative support and build and maintain excellent client relationships
• Manage administrative account activities, such as account onboarding, trade preparation, verification, cash management, account reconciliation, document management, and reporting
• Investigate and resolve issues, complaints, and requests from clients, custodians, and/or advisors
• Prepare and verify accuracy of mutual fund trade orders
• Prepare, review, and distribute monthly and quarterly reporting to clients
• Troubleshoot and resolve complex internal and external queries; anticipate and avoid potential issues
• Help improve and streamline the client service model and operational procedures
• Provide team back-up responsibilities as assigned and as required, including workflow support and colleague coverage

Desired Qualifications

• 3+ years’ related experience in an administrative or financial services role
• University business degree or relevant post-secondary diploma
• Successful completion of the Canadian Securities Course (preferred)
• Strong working knowledge of Microsoft Office 365
• Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required
• Experience using Client Relationship Management (e.g. Salesforce) and Trade Order Management (e.g. SimCorp Dimension) software is an asset
• Risk management mindset, with a good understanding of internal controls and the Compliance environment
• Demonstrated exceptional client service skills
• Solid knowledge of investment management business and terminology
• Hands-on, self-starter with strong interpersonal and team skills
• Attention to detail is a must
• Strong communication, analytical, organizational, and troubleshooting skills
• Ability to prioritize and remain composed in a fast-paced environment

Why Mawer?

• Directly contribute to the firm’s growth as a global, independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
• Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Retirement planning assistance, including RSP contributions
• Annual learning stipend
• Parental leave top-up
• Significant community investment contribution via our Employee Matching Program

All candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at [e-mail].

Our processes are people-driven. We may use technology for scheduling, communication and screening but we do not use AI for candidate assessment, or selection; those decisions are made by our team.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world‑class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.

We thank all applicants and advise that only those selected for an interview will be contacted.