Investment Ops

Are you someone who is process-driven, enjoys working within established guidelines and ensuring investment portfolios and operations run smoothly? Do you love working with numbers? If so, we’d love to hear from you. Christianson Financial Limited is looking for an **Investment Ops & Portfolio Analyst** with experience in portfolio operations, investment analysis, and client account servicing to join our Halifax-based wealth management team.

**Who We Are**

**Christianson Financial Limited** is a dynamic, fast-growing wealth management firm dedicated to empowering clients with advanced financial planning and investment management solutions. Our team is passionate about building trusted relationships, providing innovative strategies, and supporting clients in reaching their financial goals. As we continue to expand, we are looking for an enthusiastic, detail-oriented professional to join our collaborative, client-focused team.

**About this Role**

This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office.

**Key Responsibilities**
- Operational & Client Support _
- **Manage client investment accounts**: Prepare client files for advisor meetings and assist with complex transactions and high-priority requests.
- **Execute trades and process transactions**efficiently.
- **Maintain accurate records** of trades, holdings, and fund documentation.
- **Review client reports and monitor transaction processing** to ensure recurring activities are completed accurately and on schedule.
- Provide operational and creative support to the Client Operations Leader and Financial Advisor Team, ensuring confidentiality and timely handling of client service requests.
- Investment & Portfolio Management _
- **Monitor, analyze, and report**on fund and portfolio performance, focused on alignment with client risk-return objectives.
- **Support portfolio construction, maintenance, and rebalancing** to optimize asset allocation.
- **Conduct investment research and analyze market conditions** to help inform team decision-making and identify risks.
- Ensure compliance with regulatory standards and internal policies.

**Qualifications**
- Minimum 2 years’ experience in investment operations and/or wealth management sector required.
- CIM or Portfolio Manager designation, or actively working towards their designation, is required.
- CIRO (Canadian Investment Regulatory Organization) license, or a willingness to obtain one, is required.
- Experience in securities management an asset.
- Portfolio analyst experience is an asset.
- Proficiency with securities trading platforms, MS Office, and CRM software is an asset.
- Strong financial acumen and ability to execute complex transactions.
- Organized and adaptable team player with strong multitasking skills, a positive attitude, and a willingness to learn in a fast-paced environment.

**Additional Requirements**
- Must like dogs

**What We Offer**
- Competitive salary starting at $55,000 (final salary based on qualifications)
- Comprehensive benefits package including Life, AD&D, Long Term Disability, and Extended Health Care
- Free onsite parking
- Free coffee and tea available in our office kitchen
- Supportive, inclusive, and fun work culture
- Opportunities for professional development and career growth

**Job Types**: Full-time, Permanent

Pay: $55,000.00-$75,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Application question(s):

- Holds or willing to obtain CIRO Securities Licence

**Location**:

- Halifax, NS B3M 2K5 (required)

Work Location: In person

Expected start date: 2025-08-05