Investment Associate jobs
Portfolio Associate
Easily applyUrgently hiringOwens MacFadyen GroupHalifax, NS- From $60,000 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- RRSP match
1 hire made in past 30 days- O Maintain and update investment tools used by the firm.
- O Provide project support for investment team initiatives and process improvements.
Client Services Associate
Easily applyUrgently hiringMatthews + AssociatesPeterborough, ON- $50,000–$54,000 a year
- Full-time +1
- Paid time off
- Dental care
- Life insurance
- Disability insurance
- Profit sharing
- RRSP
- Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap).
- Canadians aged roughly 50 to 70 approaching or in…
- Fiera CapitalMontréal, QC H3A 0H5
- Full-time
- General knowledge of the investment industry and financial markets.
- Under the supervision of the Senior Investment Counsellor, the Associate is primarily…
- Canaccord Genuity Corp.Vancouver, BC
- $65,000–$75,000 a year
- Full-time
- Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Registered Representative - Associate Advisor
Easily applyNewJoe D’Aurizio - Investment AdvisorBurlington, ON L7R 2H4- $80,000–$115,000 a year
- Full-time +1
- Monday to Friday
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Casual dress
- Extended health care
- Providing investment advice: 3 years (preferred).
- Construct and analyze investment portfolios using Morningstar and other research tools.
Investment Advisor
Easily applyKeybase Financial Group IncRichmond Hill, ON- $100,000–$125,000 a year
- Permanent
- Flexible schedule
- On-site parking
- Investment Advisor – $30M Book Acquisition | GTA | CIRO-Registered Dealer (full securities)*.
- A retiring advisor's $30M book is available to the right candidate…
View similar jobs with this employerFiera CapitalMontréal, QC H3A 0H5- Full-time
- Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies…
View similar jobs with this employerFiera CapitalMontréal, QC H3A 0H5- Full-time
- Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies…
View similar jobs with this employerNational Bank of CanadaVictoriaville, QC G6S 1E1- Full-time
- Employee assistance program
- Wellness program
- Diligently carry out transactions related to investment accounts.
- Area the ERCI course, Canadian regulatory Review on investments in the first year in position…
View similar jobs with this employerFiera CapitalCalgary, AB T2P 0A7- Full-time
- Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies…
- Canaccord Genuity Corp.Montréal, QC
- Full-time
- Stock options
- Prepare comprehensive wealth plans to address client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate…
- Canaccord Genuity Corp.Vancouver, BC
- $50,000–$60,000 a year
- Full-time
- Working directly with our team and portfolio managers where the focus is on trade reconciliation and settlement, trade allocation uploads and other trade…
- Patrimoine Manuvie Incorporée / Manulife Wealth...Dorval, QC H9P 2V9
- $60,000–$300,000 a year
- Full-time +1
- Analyze and adjust investment portfolios based on each client’s profile.
- Temps plein, entrée en poste dès que possible.
View similar jobs with this employerNational Bank of CanadaQuebec City, QC G1V 4W2- Full-time
- Employee assistance program
- Wellness program
- Diligently carry out transactions related to investment accounts.
- Ensure effective communication between all parties (clients, advisors, and various…
- Canaccord Genuity Corp.Vancouver, BC
- $50,000–$60,000 a year
- Full-time
- General understanding of the securities industry, investment products, and corporate actions.
- Our Canadian operation, Canaccord Genuity Corp., is currently…
View similar jobs with this employerNational Bank of CanadaSorel-Tracy, QC J3P 7E3- Full-time
- Employee assistance program
- Wellness program
- Diligently carry out transactions related to investment accounts.
- Ensure effective communication between all parties (clients, advisors, and various…
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Job details
Pay
- From $60,000 a year
Job type
- Full-time
Location
Benefits
Pulled from the full job description
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- RRSP match
- Wellness program
Full job description
Role Summary
The Portfolio Associate supports Portfolio Managers in the execution, monitoring, and administration of client portfolios, with a particular focus on supporting the firm’s growing Managed Accounts program. This role works closely with Portfolio Managers, Program Supervisors, and the broader Investment Team.
The Portfolio Associate serves as a key operational and analytical bridge between investment strategy and client implementation, ensuring portfolios are maintained accurately, efficiently, and in alignment with client objectives, internal policies, and regulatory requirements.
Key Responsibilities
Managed Accounts & Portfolio Support
o Support onboarding of new clients into the Managed Accounts program, ensuring all documentation and system setup is completed accurately and on time
o Support Portfolio Managers and Program Supervisors with portfolio implementation, rebalancing, and ongoing monitoring
o Assist with trade execution support, cash management, and reconciliation processes
o Monitor client portfolios for drift, concentration, liquidity, and suitability considerations, escalating issues as required
Reporting, Systems & Compliance
o Generate, review, and manage client quarterly portfolio reports
o Support the ongoing administration and effective use of the d1g1t portfolio management system
o Manage compliance and program management systems in line with established policies and procedures
o Maintain accurate portfolio records, documentation, and workflow tracking within portfolio management systems
Operational & Administrative Support
o Perform daily, weekly, and monthly investment operations activities in accordance with internal policies and procedures
o Schedule investment team meetings and prepare agendas, notes, and meeting minutes to meet internal governance requirements
o Maintain the Alternative Investments documentation and paperwork library
o Maintain and update investment tools used by the firm
Projects & Team Collaboration
o Coordinate with internal teams including Advisors, Operations, and Compliance to ensure seamless client service
o Provide project support for investment team initiatives and process improvements
o Support ad hoc projects and tasks as required by the Investment Team
Skills & Attributes
o Strong organizational and time‑management skills with excellent attention to detail
o High performer who takes ownership of outcomes and follows through on commitments
o Ability to manage multiple priorities in a deadline‑driven environment
o Strong interpersonal and communication skills
o Team‑oriented, service‑focused, and adaptable
o High integrity and professionalism when handling confidential or sensitive information
o Ability to recognize priorities, deadlines, and maintain a strong sense of urgency
o Desire to learn, grow, and expand capabilities and responsibilities over time
Education & Experience
o Post‑secondary degree or diploma in Finance, Business, or a related discipline, or an acceptable combination of education and up to three years of relevant work experience
o 1–3 years of experience in investments, wealth management, portfolio administration, or a related field
o Strong proficiency in Microsoft Excel and Word; experience with portfolio management or reporting systems is an asset
o Progress toward CFA, CIM®, or a similar professional designation considered an asset
Pay: From $60,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Life insurance
- RRSP match
- Vision care
- Wellness program
Work Location: In person