Finance Associate

2 weeks ago


Edmonton Alberta, Edmonton region, Canada Robertson & Company Ltd. Full time

The Client

Our client is a reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.


What you will achieve in this role

  • Communicate with clients professionally and effectively
  • Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
  • Perform operations related to financial transitions (purchases and sales of securities)
  • Portfolio trading
  • Prepare corporate tax information
  • Internal/external transfers
  • Process de-registrations
  • RRIF conversions
  • RESP withdrawals
  • Administer EFTs, cheques and wires
  • Internal client fee audits
  • Daily, monthly, and annual business reporting
  • Provide backup support to team members when required


What you must bring to this role

  • CSC Certification and Conduct & Practice Handbook (CPH)
  • IIROC RR licensed
  • 5 years experience in the investment industry working with private clients
  • Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
  • Business bachelor’s degree (Commerce, Management, Finance) or equivalent work experience
  • Excellent listening and problem-solving skills; meticulous attention to detail
  • Excellent verbal and written communication skills
  • Ability to respond creatively to new situations and challenges


Only those who are qualified will be contacted


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