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Associate

Employment Status
Permanent Full-Time
Location
Winnipeg, MB
Department
Retail
Reporting To
Investment Advisor(s) and Branch Management Team
Job Id
WPG – 014
Job Level
L4
Seniority Level
Associate
Position Overview

We are seeking an individual to join our team in the Winnipeg office. As an Associate, the incumbent will contribute to growing the business by supporting the Investment advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.

Duties & Responsibilities

Investment Advisor Support:

  • Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
  • Manage the execution of transactions on behalf of the Advisor
  • Analyze industry and company data, macro data, develop and maintain financial models

Client Service:

  • Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
  • Manage the execution of transactions on behalf of the Advisor
  • Analyze industry and company data, macro data, develop and maintain financial models

Administration:

  • Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
  • Manage the execution of transactions on behalf of the Advisor
  • Analyze industry and company data, macro data, develop and maintain financial models
Skills & Qualifications
  • At least 3 years’ experience in the financial services industry
  • Excellent verbal and written communication skills in English
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Understanding of industry compliance regulations
  • Strict attention to detail
  • The ability to multi-task
  • Excellent organizational and time management skills
  • Ability to quickly learn new technologies and programs
Education
  • Post-secondary education
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Licensed with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative
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