Investment Operations Associate

Christianson Financial Limited; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A dynamic wealth management firm in Halifax is seeking an Investment Operations Associate. This full-time role involves managing client accounts, executing transactions, and ensuring accuracy in portfolio operations. Ideal candidates will have 2+ years in investment operations and proficiency in trading platforms. Competitive salary starts at $50,000 with comprehensive benefits offered.

Benefits

Competitive salary

Comprehensive benefits package

Free onsite parking

Opportunities for professional development

Qualifications

• Minimum 2 years’ experience in investment operations or wealth management sector required.
• Strong ability to execute complex transactions.
• Must be organized and adaptable.

Responsibilities

• Manage client investment accounts and prepare files for advisor meetings.
• Execute trades and process transactions efficiently.
• Maintain accurate records of trades and fund documentation.
• Review client reports and ensure transaction processing accuracy.
• Provide operational support to the Client Operations Leader.

Skills

Attention to detail

Organizational skills

Multitasking

Financial acumen

Education

CIRO license

CIM or Portfolio Manager designation

Tools

Securities trading platforms

MS Office

CRM software

Job description

Investment Operations Associate – Full-Time

Are you someone who is process-driven, enjoys working within established guidelines and ensuring investment portfolios and operations run smoothly? Do you love working with numbers? If so, we’d love to hear from you. Christianson Financial Limited is looking for aInvestment Operations Associatewith experience in portfolio operations, investment management, and client account servicing to join our Halifax-based wealth management team.

Who We Are

Christianson Financial Limitedis a dynamic, fast-growing wealth management firm dedicated to empowering clients with advanced financial planning and investment management solutions. Our team is passionate about building trusted relationships, providing innovative strategies, and supporting clients in reaching their financial goals. As we continue to expand, we are looking for an enthusiastic, detail-oriented professional to join our collaborative, client-focused team.

About this Role

We are seeking a Investment Operations Associate to support our clients’ investment journeys. Success in this role requires a process-driven mindset and a commitment to accuracy and attention to detail. This is a non-sales role, ideal for candidates who are organized, proactive, and thrive in a supportive, team-oriented environment. You will play a key role in portfolio management, client account management, trading, and operational support, working closely with both our advisors and clients.

This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office.

Key Responsibilities

Working closely with the Investment Operations Leader, you will:

• Manage client investment accounts: Prepare client files for advisor meetings and assist with complex transactions and high-priority requests.
• Execute trades and process transactions efficiently.
• Maintain accurate records of trades, holdings, and fund documentation.
• Review client reports and monitor transaction processing to ensure recurring activities are completed accurately and on schedule.
• Provide operational and creative support to the Client Operations Leader and Financial Advisor Team, ensuring confidentiality and timely handling of client service requests.
• Assist with monitoring and reporting on fund and portfolio performance.
• Support the PM Team with portfolio maintenance and rebalancing.
• Assist with investment research to help inform team decision-making and identify risks.
• Comply with regulatory standards and internal policies.

Qualifications

• Minimum 2 years’ experience in investment operations and/or wealth management sector required.
• Proficiency with securities trading platforms, MS Office, and CRM software required.
• CIRO (Canadian Investment Regulatory Organization) license, or willingness to obtain one, is required.
• CIM or Portfolio Manager designation, or actively working towards their designation, is an asset.
• Experience in securities management an asset.
• Portfolio analyst experience is an asset.
• Strong financial acumen and ability to execute complex transactions.
• Organized and adaptable team player with strong multitasking skills, a positive attitude, and a willingness to learn in a fast-paced environment.

Additional Requirements

• Must like dogs!

What We Offer

• Competitive salary starting at $50,000 (final salary based on qualifications)
• Employees have opportunity to progress into senior operations, client service or portfolio analyst roles.
• Comprehensive benefits package including Life, AD&D, Long Term Disability, and Extended Health Care
• Free onsite parking
• Free coffee and tea available in our office kitchen
• Supportive, inclusive, and fun work culture
• Opportunities for professional development and career growth

To apply, please send your resume and cover letter to [e-mail] with the subject line: ‘Your Next Investment Operations Associate’.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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