Asset Management Associate
1 week ago
POSITION OVERVIEW We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and competitive compensation. Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.
Wealth Management & Financial Planning
Commercial Business Solutions
Group Benefits &Group Retirement Services
Life Insurance & Living Benefits
Home & Auto Insurance
Maintain organized client records and ensure compliance with internal procedures and regulatory requirements.
Process Death Claims
3–5 years of experience in a financial services or investment administration role, ideally with exposure to Group Retirement Services (GRS)
~ Proficient in Microsoft Office suite of products, with the ability to adapt to different systems
~ Retirement Plan Associate designation or Mutual Fund license would be an asset, but not required
~ Bilingual (French) would be an asset, but is not required
A comprehensive employeegroup benefits package(health, dental, disability, life and travel)
Profit sharing and company pension
Flexibility within the role, hours, and office locations
Wellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle
Committed to diversity, equity and inclusion
Our head office is in Elmira, ON, with subsidiary offices in London, Chatham, ON, Bedford, NS, and Edmonton, AB.
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Toronto, ON, Canada Marquest Asset Management Inc. Full timeCompany Description Marquest Asset Management Inc. is a private investment management company specializing in equity and flow-through products for both accredited and retail investors. Since 1985, the company has employed a disciplined and active investment approach to navigate changing market environments and deliver exceptional risk-adjusted returns....
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Toronto, ON, Canada Marquest Asset Management Inc. Full timeCompany Description Marquest Asset Management Inc. is a private investment management company specializing in equity and flow-through products for both accredited and retail investors. Since 1985, the company has employed a disciplined and active investment approach to navigate changing market environments and deliver exceptional risk-adjusted returns....
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Toronto, ON, Canada Marquest Asset Management Inc. Full timeCompany Description Marquest Asset Management Inc. is a private investment management company specializing in equity and flow-through products for both accredited and retail investors. Since 1985, the company has employed a disciplined and active investment approach to navigate changing market environments and deliver exceptional risk-adjusted returns....
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Toronto, ON, Canada Marquest Asset Management Inc. Full timeCompany Description Marquest Asset Management Inc. is a private investment management company specializing in equity and flow-through products for both accredited and retail investors. Since 1985, the company has employed a disciplined and active investment approach to navigate changing market environments and deliver exceptional risk-adjusted returns....
