Investment Associate

1 week 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, a financial planning firm. 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.

**Work Location**: This is a full-time, in-office position.

**Compensation**: The salary range is $60,000-$80,000/yr depending on experience and relevant certifications. Compensation is negotiable.

Pay: $60,000.00-$80,000.00 per year

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person

Application deadline: 2026-01-05

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