Associate Investment Counsellor

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people, we have consistently been recognized as a preferred employer, receiving awards such as Canada’s Top 100 Employers (2026), Alberta Top Employers (2025), and Canada’s Top Small & Medium Employer (2025).

Full Time
Location: Calgary, AB

The Opportunity

Mawer Investment Management is currently looking for an exceptional and experienced new member to join our Calgary team and continue to build on our successes in investment counselling with private clients in Canada. Responsible for business development, relationship management, portfolio oversight, and community representation, the successful candidate will help grow our private client and family office businesses.

The role of an Associate Investment Counsellor is a training role to eventually become an Investment Counsellor. The role will be mentored by an Investment Counsellor or two who will be the primary contact for helping groom and learn the business. The incumbent will expect to be a self-starter who has the internal drive to succeed.

This position reports to the Senior Manager of Individual Client Management.

Role Responsibilities

Portfolio Management

- Develop, recommend, and execute investment strategies to achieve clients’ investment objectives

- Apply holistic oversight, consolidated investment policy design, asset allocation, and asset location in client portfolios

- Clearly communicate the firm’s investment strategies to clients, including their rationale, implications, and expected consequences

- Comply with appropriate processes, policies, and regulations in performing assigned responsibilities

- Assume responsibility for all aspects of client service and reporting, including compliance, quarterly investment commentary, quarterly reporting, and client review meetings

- Coordinate all client requests with appropriate areas of the firm

Business Development

- Develop strategic alliances, cultivate referrals, and build Mawer’s relationships and presence

- Promote Mawer through active community networking

- A winning and growth mindset

Planning

- Build and update financial plans for Investment Counsellors to deliver to clients

- Over time, take the lead in client planning conversations and support execution in coordination with the client’s key partners

Desired Qualifications

- 4+ years of relevant experience

- CFA designation / CIM designation

- AR/AAR designation or the ability to be registered

- Previous relationship management skills

- Strong values and client centric mindset

- Strong business development background with a growth and winning mindset

- Previous planning experiences with clients

- Strong external network of Centres of Influence

- Strong communication and presentation skills

- Team player with a can-do mindset

- Previous portfolio management skills would be an asset

- CFP or PFP would be an asset

Why Mawer?

- Directly contribute to the firm’s growth as a global, independent investment manager.

- Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.

- Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.

- Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.

- We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include:

- Comprehensive health and wellness benefits

- Unlimited vacation days

- Retirement planning assistance, including RSP contributions

- Annual learning stipend

- Parental leave top-up

- Significant community investment contribution via our Employee Matching Program

To apply, please submit your resume, cover letter, and application by February 2nd, 2026 at: https://www.mawer.com/careers/

All candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision‑making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at hraccommodation@mawer.com.

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world‑class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long‑term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.

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