Investment Management Associate

4 weeks ago


Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time
Client Service Associate

We are seeking a highly skilled and motivated Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for delivering exceptional client service, managing client data, and performing administrative tasks.

Key Responsibilities:
  • Support Portfolio Managers and team members in administrative, client service, and business development activities
  • Process client account documentation in a timely and accurate manner
  • Monitor daily activity in client accounts and handle administrative details as required
  • Responsible for maintaining accurate data in our client relationship management system
  • Schedule appointments, prepare for meetings, and follow up with clients
  • Assist with client annual review preparation and process
  • Provide ad hoc reporting and support to clients and team members as needed
Requirements:
  • Licensed under IIROC with an IIROC member firm
  • Minimum: Canadian Securities Course and Conduct and Practices Handbook
  • Bachelor's Degree in a business-related field

A detailed description of the role will be provided after an initial discussion.



  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Role OverviewWe are seeking a highly skilled Investment Management Associate to join our team at Blue Chip Recruiting Ltd. This is a fantastic opportunity for a motivated individual to leverage their IIROC experience and bring exceptional client service delivery to our clients.Key ResponsibilitiesAs an Investment Management Associate, you will be responsible...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    We are seeking a highly skilled Investment Management Associate to join our team at Blue Chip Recruiting Ltd. The ideal candidate will have a strong background in the investment industry and excellent client service skills.Key Responsibilities:Provide exceptional client service delivery and manage client data with accuracy and efficiency.Support portfolio...

  • Investment Associate

    4 weeks ago


    Calgary, Alberta, Canada Mini Mall Storage Properties Full time

    Investment Associate RoleAt Mini Mall Storage Properties, we're seeking a skilled Investment Associate to join our team. As an Investment Associate, you'll play a crucial role in uncovering exciting investment opportunities and making a real impact in the ever-evolving world of finance.Key Responsibilities:- Assist and lead in the valuation of new...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    We are seeking a highly skilled Investment Management Associate to join our team at Blue Chip Recruiting Ltd. The ideal candidate will have a strong background in investment management and a passion for delivering exceptional client service.The Client Service Specialist will be responsible for ensuring that our clients receive the highest level of service...

  • Investment Associate

    4 weeks ago


    Calgary, Alberta, Canada Mini Mall Storage Properties Full time

    Job SummaryMini Mall Storage Properties is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in identifying and evaluating investment opportunities, conducting market research, and analyzing financial data to inform investment decisions.Key Responsibilities- Assist in the valuation of new...

  • Investment Associate

    1 month ago


    Calgary, Alberta, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Associate to join our team at BMO. As an Investment Associate, you will be responsible for building and maintaining strong client relationships, determining individual investment needs, and providing professional advice to ensure clients' financial goals are met.Key ResponsibilitiesDevelop and execute...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Investment Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in...


  • Calgary, Alberta, Canada Avenue Living Asset Management Full time

    Avenue Living Asset Management: A Leader in Alternative Asset ManagementWe are a dedicated team of professionals focused on sourcing, analyzing, and strategizing long-term investments. Our unique approach has enabled us to achieve rapid growth across North America, making us one of Canada's largest alternative asset managers.Our ExpertiseAsset Sourcing: We...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Role OverviewThe Senior Investment Associate supports the Multi-Family Office team in Calgary. Reporting to the Portfolio Managers locally, you will leverage your industry knowledge, business development and customer service skills to provide exceptional service levels to the clients and internal partners.Key Responsibilities Complete account processing...

  • Investment Associate

    4 weeks ago


    Calgary, Alberta, Canada Scotiabank Full time

    About the RoleRoynat Capital, a subsidiary of Scotiabank, is seeking a highly motivated Associate to join their investment team in Calgary. As a key member of the team, you will contribute to the investment decision-making process, providing support to senior associates and investment professionals. Your responsibilities will include conducting due...


  • Calgary, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Associate to join our team at Scotiabank's Roynat Capital. As an Investment Associate, you will play a key role in evaluating new investment opportunities and supporting the investment team in their decision-making process.Responsibilities:Contribute to the investment decision-making process and...


  • Calgary, Alberta, Canada Mawer Investment Management Full time

    The OpportunityMawer Investment Management is seeking a highly skilled and detail-oriented Receptionist to join our team. As the first point of contact for office visitors, this role requires exceptional customer service skills and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesProvide general reception duties, including...


  • Calgary, Alberta, Canada Longbow Capital Full time

    Investment Opportunities in the Energy Transition SectorAt Longbow Capital Inc., we are seeking a talented individual to join our investment team as an Energy Transition Investment Associate. This role offers a unique opportunity to gain experience in private markets and contribute to the growth of a rapidly expanding private equity firm in Calgary.We are...


  • Calgary, Alberta, Canada Mawer Investment Management Full time

    The OpportunityMawer Investment Management is seeking a skilled Receptionist to play a pivotal role in our downtown office. As the first point of contact for visitors, this individual will be responsible for providing exceptional customer service and ensuring a welcoming atmosphere. The ideal candidate will be a detail-oriented team player with strong...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job DescriptionAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging industry...


  • Calgary, Alberta, Canada Mawer Investment Management Full time

    The OpportunityMawer Investment Management is seeking a detail-oriented and customer service-oriented professional to fill the pivotal role of Receptionist. As the first point of contact for office visitors, the ideal candidate will be an exceptionally organized team player, adept at greeting and assisting employees, visitors, and maintenance personnel. This...


  • Calgary, Alberta, Canada Mawer Investment Management Full time

    The OpportunityMawer Investment Management is seeking a skilled Receptionist to play a pivotal role in our downtown office. As the first point of contact, you will be responsible for providing exceptional customer service, managing administrative tasks, and ensuring a seamless experience for visitors and employees alike.Key ResponsibilitiesAnswering phones,...


  • Calgary, Alberta, Canada Scotiabank Full time

    At ScotiaMcleod, we are seeking a talented Investment Associate to join our team of innovative thinkers. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride themselves on exploring innovative approaches to...


  • Calgary, Alberta, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Investment Associate to join our Wealth Sales & Service team at BMO Financial Group. As an Investment Associate, you will be responsible for building trust and strong client relationships, determining individual investment needs, and providing professional, customized advice to ensure clients' financial goals are...


  • Calgary, Alberta, Canada Mawer Investment Management Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Coordinator to join our team at Mawer Investment Management. As an Executive Receptionist, you will be the first point of contact for office visitors and will play a crucial role in creating a welcoming office atmosphere.