Investment Management Associate
4 weeks ago
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 managers and other team members in administrative and business development activities.
- Process client account documentation in a timely manner and monitor daily activity in client accounts.
- Responsible for maintaining current data in the client relationship management system and producing reports for clients and portfolio managers.
- Schedule appointments and meetings, and assist with client annual review preparation and process.
- Licensed under IIROC with a strong intention to build a career in the investment industry.
- 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.
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Investment Management Associate
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeRole 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...
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Investment Associate
4 weeks ago
Calgary, Alberta, Canada Mini Mall Storage Properties Full timeInvestment 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...
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Investment Management Associate
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeWe 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...
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Investment Associate
4 weeks ago
Calgary, Alberta, Canada Mini Mall Storage Properties Full timeJob 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...
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Investment Associate
1 month ago
Calgary, Alberta, Canada BMO Full timeJob 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...
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Senior Investment Associate, Wealth Management
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeSenior 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...
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Strategic Investment Manager
1 month ago
Calgary, Alberta, Canada Avenue Living Asset Management Full timeAvenue 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...
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Senior Investment Associate, Wealth Management
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeRole 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...
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Investment Associate
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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...
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Investment Associate for Private Equity Firm
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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...
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Receptionist - Office Professional
4 weeks ago
Calgary, Alberta, Canada Mawer Investment Management Full timeThe 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...
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Energy Transition Investment Associate
4 days ago
Calgary, Alberta, Canada Longbow Capital Full timeInvestment 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...
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Administrative Coordinator
4 weeks ago
Calgary, Alberta, Canada Mawer Investment Management Full timeThe 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...
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Senior Investment Associate, Wealth Management
4 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob 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...
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Receptionist - Front Desk Coordinator
4 weeks ago
Calgary, Alberta, Canada Mawer Investment Management Full timeThe 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...
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Receptionist - Office Professional
1 month ago
Calgary, Alberta, Canada Mawer Investment Management Full timeThe 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,...
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Investment Associate
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAt 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...
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Investment Associate, Wealth Sales
4 weeks ago
Calgary, Alberta, Canada BMO Full timeJob 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...
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Administrative Support Coordinator
4 days ago
Calgary, Alberta, Canada Mawer Investment Management Full timeAbout 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.
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Investment Portfolio Manager
4 days ago
Calgary, Alberta, Canada TransAlta Full timeAbout UsAt TransAlta, we are a leading company in the power generation and utilities sector. We have been serving our communities for over 111 years, providing safe, low-cost, and reliable clean electricity.We pride ourselves on being a responsible operator and proud community member where our employees work and live. Our commitment to fostering a dynamic,...