Hybrid Investment Services Lead: Portfolios & Strategy

Aplin; Alberta; Hybrid; CAD 80,000 - 105,000; Full time

Benefits offered by this job

Comprehensive health and dental benefits

Pension plan and retirement savings program

Opportunities for professional development

Collaborative and supportive team environment

Job summary

A respected leader in financial services seeks a Manager of Investment Services in Vermilion, Alberta. This role involves leading the investment services team, managing investment portfolios, and developing client relationships to drive financial growth. Candidates should have a strong background in investment management, with at least 5 years of relevant experience and strong leadership skills. A hybrid work model is offered along with competitive salary and benefits.

Qualifications

• Minimum 5 years of experience in investment management, financial advising, or related services.
• Proven leadership and people management experience.
• Strong knowledge of financial markets, investment products, and regulatory requirements.

Responsibilities

• Provide leadership and oversight to the investment services team.
• Manage and grow investment portfolios.
• Develop and maintain strong client relationships.

Skills

Leadership

Client Relationship Development

Investment Strategy

Portfolio Management

Financial Data Analysis

Education

Post-secondary education in business, finance, or related field

CFA designation

Job description

A respected leader in financial services seeks a Manager of Investment Services in Vermilion, Alberta. This role involves leading the investment services team, managing investment portfolios, and developing client relationships to drive financial growth. Candidates should have a strong background in investment management, with at least 5 years of relevant experience and strong leadership skills. A hybrid work model is offered along with competitive salary and benefits.