Manager of Investment Services

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

Overview

Our client, a respected leader in the financial services industry, is seeking a Manager of Investment Services to join their team in Vermilion, Alberta. This is an excellent opportunity to play a key leadership role in investment strategy, portfolio management, and client relationship development while driving long-term financial growth and organizational success. This position is located in Vermilion, Alberta. You must be able to reliably commute or plan to relocate. Relocation assistance could be provided.

Benefits

• Permanent, full-time position
• Hybrid – 3 days a week in office
• Salary – $80,000-$105,000
• Bonus – up to 10%
• Comprehensive health and dental benefits
• Pension plan and retirement savings program
• Opportunities for professional development and career advancement
• Collaborative and supportive team environment

Responsibilities

• Provide leadership and oversight to the investment services team, ensuring alignment with strategic objectives.
• Manage and grow investment portfolios to meet member needs and organizational goals.
• Develop and maintain strong client relationships, offering tailored financial and investment advice.
• Monitor financial market trends and adjust strategies to mitigate risks and optimize returns.
• Oversee compliance with policies, regulations, and industry best practices.
• Collaborate with internal departments to ensure seamless delivery of investment products and services.
• Mentor, train, and support staff to foster a high-performing and client-focused culture.

Qualifications

• Post-secondary education in business, finance, or a related field; CFA designation is an asset.
• 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.
• Excellent interpersonal, communication, and relationship-building skills.
• Demonstrated ability to analyze complex financial data and make sound investment recommendations.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency...