Investment Associate (Contract position)

The Canada Life Assurance Company; Winnipeg; Hybrid; CAD 69,000 - 115,000; Full time

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.

Skills

Analytical skills

Problem solving

Organizational skills

English writing

Verbal communication

Client-focused

Multi-tasking

Microsoft Office

Portfolio management systems

CRM tools

Adaptable

Continuous learning

Education

Undergraduate degree in Commerce/Business/Economics

CSC within 1 year of hire

Finance education or securities industry experience (asset)

Willingness to pursue CIM/CFA/CSC

Equivalent education/experience considered

Tools

Portfolio management systems

CRM tools

Job description

Investment Associate (Contract position)

Description: Temporary Full Time

The Investment Associate plays a key supporting role in delivering a high-quality advisory and investment experience to high-net-worth clients. Working closely with Investment Counsellors, this role supports client meetings, portfolio analysis, investment recommendations, onboarding, and ongoing service delivery, while collaborating with Client Service, Operations, Trading, and Compliance teams. The position provides foundational training and exposure for progression into an Investment Counsellor role.

Client & Advisor Support

• Prepare materials for client and advisor meetings, including portfolio recommendations, transition plans, investment reviews, and financial projections.
• Participate in client and advisor meetings, document outcomes, and execute timely follow-up on onboarding, allocations, planning, and service requests.
• Support business development by preparing second opinions on external portfolios and assisting with the prospecting and sales pipeline.
• Coordinate client and advisor touchpoints, proactively managing meeting preparation, scheduling, and requests.

Investment Analysis & Research

• Assist in portfolio construction, recommendations, and transitions, considering market conditions, tax implications, and internal models.
• Prepare net worth statements, cash flow analyses, financial projections, and scenario/stress testing.
• Review external portfolios to identify risks, opportunities, and alignment with client goals.
• Conduct research on individual companies and investment options; support Capital Allocation Committee materials and meetings.
• Contribute to investment content, presentations, and client communications in collaboration with Portfolio Management and Marketing.

Professional & Team Development

• Engage in structured learning and skills development aligned with the Investment Counsellor career path.
• Collaborate with team members to share knowledge, improve processes, and support onboarding and training of new associates.

What you will bring:

Education & Experience

• 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.

Skills & Competencies

• Strong analytical, problem-solving, and organizational skills with high attention to detail.
• Clear, professional written and verbal communication abilities.
• Client-focused mindset with the ability to build trusted, collaborative relationships.
• Ability to manage multiple priorities in a fast-paced environment.
• Technically proficient, with advanced skills in Microsoft Office and familiarity with portfolio management systems and CRM tools.
• Adaptable, resourceful, and motivated by continuous learning.

The base salary for this position is between $68,800 - $114,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

• Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.

• Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

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Location: Winnipeg Manitoba, MB, CA, R3C 3R8