Associate, Private Wealth

Mawer Investment Management Ltd.; Calgary; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Health and wellness benefits

RSP contributions

Annual learning stipend

Parental leave top-up

Employee Matching Program

Job summary

Mawer Investment Management Ltd. in Calgary is seeking an Associate, Private Wealth to support Investment Counsellors with client service and accurate reporting. You will handle onboarding, trade prep, and documentation while maintaining strong client relationships in a fast-paced environment.

The role emphasizes attention to detail, teamwork, and the ability to resolve client or advisor requests efficiently, contributing to Mawer’s commitment to long-term client value.

Qualifications

• 3+ years in an administrative or financial services role.
• University business degree or relevant post-secondary diploma.
• Canadian Securities Course preferred.
• Strong knowledge of Microsoft Office 365.
• Experience with Salesforce and SimCorp Dimension is an asset.
• Risk management mindset with internal controls and compliance awareness.
• Exceptional client service and communication skills.

Responsibilities

• Provide administrative support to Investment Counsellors and maintain client relationships.
• Manage onboarding, trade preparation, verification, cash management, reconciliation, and reporting.
• Investigate issues and respond to client, custodian, or advisor requests.
• Prepare and verify mutual fund trade orders for accuracy.
• Prepare, review and distribute monthly and quarterly client reports.
• Troubleshoot complex queries and anticipate potential issues.
• Improve client service models and operational procedures.
• Provide back-up coverage and workflow support as needed.

Skills

Microsoft Office 365

CRM Salesforce

Trade Orders

Attention to detail

Team collaboration

Communication skills

Education

Bus. degree or diploma

Canadian Securities Course (preferred)

Tools

Salesforce

SimCorp Dimension

Microsoft Office 365

Job description

Job Category: Private Investment Counselling

Requisition Number: ASSOC001291

• Posted : August 14, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Calgary Office
Calgary, AB T2R0A8, CAN

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 allmeaningful. 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
Location: Calgary, AB
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+ year's 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)
• Strongworking knowledge of Microsoft Office 365
• Workingknowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required
• Experienceusing Client Relationship Management (e.g. Salesforce) and Trade Order Management (e.g. SimCorp Dimension) software is an asset
• Riskmanagement mindset, with a good understanding of internal controls and the Compliance environment
• Demonstratedexceptional client service skills
• Solidknowledge of investment management business and terminology
• Hands-on, self-starter with strong interpersonal and team skills
• Attentionto detail is a must
• Strongcommunication, analytical, organizational, and troubleshooting skills
• Abilityto 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-upSignificant 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.

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.