Investment Associate

6 days ago


Victoria, Canada TPC Wealth Management Ltd. Full time

**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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