Investment Associate (Contract) — Portfolio & Client Support

Canada Life Group

Winnipeg

Hybrid

CAD 69,000 - 115,000

Full time

6 days ago

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Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Share ownership program

Employee recognition programs

Health and dental benefits

Job summary

Canada Life is seeking an Investment Associate (Contract position) in Winnipeg to support Investment Counsellors with client meetings, portfolio analysis, and onboarding tasks. The role provides foundational training and exposure for progression into an Investment Counsellor path, collaborating with Client Service, Operations, Trading and Compliance teams.

Responsibilities include preparing meeting materials, assisting in portfolio construction, and contributing to client communications.

Qualifications

Undergraduate degree in Commerce, Business Administration, Economics, or related discipline.
Completion of the Canadian Securities Course (CSC) within one year of hire.
Finance education or experience in the Canadian securities industry is an asset.
Willingness to pursue additional credentials (CIM, CFA, CSC, or similar).
Equivalent combinations of education and experience will be considered.

Responsibilities

Prepare materials for client and advisor meetings, including portfolio recommendations and financial projections.
Participate in client meetings, document outcomes, and follow up on onboarding and service requests.
Assist in portfolio construction, analysis, and transitions considering market conditions.
Prepare net worth statements, cash flow analyses, and scenario testing.
Contribute to investment content and client communications with Portfolio Management and Marketing.
Engage in structured learning and collaborate to share knowledge for onboarding new associates.