Investment Associate
On-site
Core
Execute trades, manage portfolio accounts, and support investment activities for a high-performing advisory team in wealth management.
Role type
Investment Associate (Wealth Management)
Builds
Portfolio accounts and client investment strategies
Domain
Financial Services / Wealth Management
Required skills
Canadian Investment Regulatory Exam (CIRE), asset class knowledge, data analysis, compliance review, portfolio management
Preferred skills
Trading experience, CRM proficiency, AI tools familiarity, portfolio rebalancing knowledge
Technologies
Salesforce, CRM systems
Responsibilities
Execute trades with precision, manage new client transitions, conduct compliance reviews, generate reporting and analysis, maintain accurate account records, collaborate with internal teams
Seniority
Entry-level to Junior