Step into a crucial role as a Portfolio Administrator at Kinsted Wealth in Calgary. Engage in portfolio management, research, and relationship management to elevate client experiences.
This full time position is ideal for candidates with 1-3 years of investment management experience. You'll collaborate closely with Wealth Counsellors and the Client Service Team, assisting in portfolio analysis, business development, and proactive relationship management with clients. Your contributions will directly impact client satisfaction and portfolio effectiveness.
Key Responsibilities:
• Assist in portfolio management including analysis and asset allocation
• Participate in the Investment Committee discussions




• Develop relationships with Wealth Counsellors and partners
• Organize client events and prepare presentation materials
• Book and attend client meetings for follow-ups
Requirements:
• 1-3 years in Investment Management or similar
• Bachelor's degree in finance or related field preferred
• Strong teamwork abilities and investment passion
• Experience in client account administration
• Progress towards CFA or CIM designation is an asset
Become a vital part of Kinsted's team and contribute to effective wealth management.
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📌 Portfolio Administrator at Kinsted Wealth (Calgary)
🏢 Kinsted Wealth
📍 Calgary