Associate,Private Clients & Foundations Job Calgary area,Alberta Canada,Finance & Banking

Job Description:

Client Servicing & Relationship Management Serve as a primary point of contact for client requests.

Prepare meeting materials, investment reports, and correspondence.

Support client meetings through coordination, note-taking, and follow-up.

Build strong relationships with clients by ensuring timely, proactive communication.

Account Administration Facilitate onboarding of new clients, including KYC, and compliance processes.

Maintain accurate client data and ensure CRM systems are up to date.

Process account changes, transfers, cash movements, and trade instructions efficiently.

Liaise with custodians, internal departments, and external partners to resolve client issues.

Portfolio & Investment Support Support portfolio rebalancing, client reporting, and performance review activities.

Prepare trade tickets, investment proposals, and financial planning summaries.

Monitor key client milestones, portfolio events, and tax-related deadlines.

Compliance & Risk Management Ensure documentation and processes comply with regulatory standards.

Assist with ongoing KYC updates and suitability reviews.

Support internal process improvements.

Why Join Us:

Employee Ownership: As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.

Open and Transparent Culture: We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.

Team-Oriented and Supportive Environment: You’ll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success.

Work-Life Balance: We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.

Learning and Developmen
t:
As part of a boutique firm, you’ll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.

Shared

Purpose:

Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.

Competitive Compensation Package: Salary range of $68,000 - $74,000 per annum, with flexibility for exceptional candidates with highly relevant experience. Compensation will be commensurate with education, experience, and internal parity.

Job Qualifications:

2-5 years’ experience working in private wealth, investment advisory, or financial services.

Excellent verbal and written communication skills, with the ability to communicate effectively with both internal and external stakeholders.

Enrollment in the CFA program is an asset.

Bachelor’s degree in Business, Finance, or a related field.

Proficiency in Excel, Word, Power Point, and Outlook.

Familiarity with Bloomberg, Advent, and Salesforce software preferred.

Attributes for Success:

Client-first mindset and ability to communicate with professionalism and empathy.

A strong commitment to delivering exceptional client service.

Outstanding organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Strong analytical and problem-solving abilities with exceptional attention to detail.

A collaborative approach and the ability to build strong working relationships across teams.

High standards of professionalism, integrity, and ethical conduct.

Initiative, accountability, and a continuous improvement mindset.

Associate, Private Clients & Foundations