Associate Portfolio Manager

Do you love talking about investments and markets?

Do you get excited about modern portfolio theory?

Are you a CFA or CIM working in the Edmonton area?

We should talk!

This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect pension-level academic financial research with family wealth management, without the pressure of finding new clients.

If you are a smart, passionate professional who is excited about providing great fiduciary advice in a fun team environment, we want to hear from you! Our team has been simplifying the complex financial lives of successful Canadian families for close to 20 years. We are fortunate enough to have an independent, high-growth, investment management practice and are in need of an Associate Portfolio Manager to service our growing client base.

At North Road Investment Counsel, we believe wealth can be a force for good in the world.

Job Title: Associate Portfolio Manager - Wealth Management

Job Summary:

As an Associate Portfolio Manager, you play a critical role in providing comprehensive investment and financial planning advice to high-net-worth professionals and families. You will work closely with our senior advisors to build and maintain client relationships, develop customized financial planning and investment strategies, and deliver exceptional client service. This role offers a unique opportunity in wealth management in Edmonton, making a meaningful impact on clients' financial well-being without the pressure of sales targets.

Key Responsibilities:

• Client Relationship Management: Cultivate and maintain strong relationships with clients through first-class service and exceptional financial education.
• Investment Management: Assist in the management of client investment portfolios, including asset allocation and ongoing portfolio rebalancing with our investment management team.
• Risk Assessment: Develop clients' risk tolerance, financial goals, and risk-adjusted investment recommendations via our proprietary Goals and Portfolio Strategy (GPS) report, a program guided by the CFA Institute's Investment Risk Profiling system.
• Financial Planning: Collaborate with clients and senior advisors to develop, implement, and monitor comprehensive financial plans, including retirement planning, estate planning, tax optimization, and wealth transfer strategies.
• Collaboration: Work closely with the broader wealth management team, including senior advisors, operations and trading analysts, and support staff, to ensure a cohesive approach to client service.
• Compliance: Ensure all activities adhere to regulatory requirements and internal compliance standards which includes the maintenance of accurate and organized client records.

Qualifications:

• A CFA or CIM financial designation is a must.
• Minimum of 2 years of experience in investment or wealth management.
• Preference will be given to candidates who are a Certified Financial Planner® (CFP® ) or Registered Financial Planner® (R.F.P.®)
• Strong ability to explain complex concepts to a non-technical audience.
• A desire to learn and grow.
• Ability to work both independently and as part of a collaborative team.
• Adherence to ethical and compliance standards in the wealth management industry.

Work Environment:

At North Road we are committed to professional growth and a supportive work environment - to improve mentorship and learning, this career position in Edmonton will be "office first" with some flexibility to "work anywhere" when needed.

If you are a dedicated, client-oriented professional with a passion for money and finance, we invite you to apply. Join our team and help our clients better their world.