![TPC Wealth Management Ltd.](https://media.trabajo.org/img/noimg.jpg)
Investment Associate
6 days ago
**Title: Investment Associate**
**Company Overview**: TPC Wealth is an independent investment management firm that provides portfolio management services to clients who work with our parent company TPC Financial Group. Our primary focus is serving healthcare & dental professionals through all stages of their careers and retirement with our investment management services.
**Responsibilities**:
- Support Portfolio Managers (PMs) research and analysis on potential investment opportunities across the equity markets.
- Support Portfolio Managers in the preparation of investment proposals and assist in the implementation of these proposals through trading support.
- Assist in the development and execution of investment strategies, including asset allocation and portfolio construction.
- Develop investment reports for client meetings/annual reviews.
**Required**:
- Bachelor's degree in related field.
- Can demonstrate an underlying interest in the equity market.
- Excellent communication and presentation skills, with the ability to convey complex concepts clearly and concisely.
- Detail-oriented with a strong commitment to accuracy and quality.
- Ability to operate in a fast-paced, collaborative environment and manage multiple priorities effectively.
- Proficient in Microsoft Office product suite (Outlook, Teams, Excel).
**Preferred**:
- Prior financial industry work experience.
- Completion or registration in the Canadian Securities Course (CSC).
- Registration in the Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) programs.
**Benefits**:
- Competitive salary with paid holiday time off.
- Benefits package that includes an RRSP matching program.
- Client focused role without sales targets.
- Opportunities for professional development and advancement within the firm.
- Company funded education and professional development courses.
- A dynamic and supportive work environment with a focus on teamwork and collaboration.
- Company-sponsored social events.
Pay: $56,000.00-$75,000.00 per year
Schedule:
- Monday to Friday
- No weekends
Application question(s):
- Have you completed or are currently registered in the Canadian Securities Course (CSC)?
- Have you completed or are currently registered in the Chartered Investment Manager (CIM) and/or Chartered Financial Analyst (CFA) programs?
**Education**:
- Bachelor's Degree (preferred)
Work Location: In person
Application deadline: 2024-06-30
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