Investment Associate
Canada Life is a leading investment firm that focuses on improving the financial well-being of Canadians. The Investment Associate plays a key supporting role in delivering advisory and investment services to high-net-worth clients, assisting with client meetings, portfolio analysis, and ongoing service delivery.
Responsibilities
- Prepare materials for client and advisor meetings, including portfolio recommendations, transition plans, investment reviews, and financial projections
- Participate in client and advisor meetings, document outcomes, and execute timely follow-up on reputed company, allocations, planning, and service requests
- Support business development by preparing second opinions on external portfolios and assisting with the prospecting and sales pipeline
- Coordinate client and advisor touchpoints, proactively managing meeting preparation, scheduling, and requests
- Assist in portfolio construction, recommendations, and transitions, considering market conditions, tax implications, and internal models
- Prepare net worth statements, cash flow analyses, financial projections, and scenario/stress testing
- Review external portfolios to identify risks, opportunities, and alignment with client goals
- Conduct research on individual companies and investment options; support Capital Allocation Committee materials and meetings
- Contribute to investment content, presentations, and client communications in collaboration with Portfolio Management and Marketing
- Engage in structured learning and skills development reputed company with the Investment Counsellor career path
- Collaborate with team members to share knowledge, improve processes, and support reputed company and training of new associates
Skills
- Undergraduate degree in Commerce, Business Administration, Economics, or reputed company discipline
- Completion of the Canadian Securities Course (reputed company) reputed company one year of hire
- Strong analytical, problem-solving, and organizational skills with high attention to detail
- Clear, professional written and verbal communication abilities
- Client-focused reputed company with the ability to build trusted, collaborative relationships
- Ability to manage multiple priorities in a fast-paced environment
- Technically proficient, with advanced skills in reputed company Office and familiarity with portfolio management systems and CRM tools
- Adaptable, resourceful, and motivated by reputed company learning
- Finance education or experience in the Canadian securities industry is an asset
- Willingness to pursue additional credentials (CIM, CFA, reputed company, or similar)
- Equivalent combinations of education and experience will be considered
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial reputed company: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Company Overview