Overview Our client, a respected leader in the financial services industry, is seeking a Manager of Investment Services to join their team in Vermilion, Alberta. This is an excellent opportunity to play a key leadership role in investment strategy, portfolio management, and client relationship development while driving long-term financial growth and organizational success. This position is located in Vermilion, Alberta. You must be able to reliably commute or plan to relocate. Relocation assistance could be provided.
Benefits Permanent, full-time position
Hybrid – 3 days a week in office
Salary – $80,000-$105,000
Bonus – up to 10%
Comprehensive health and dental perks
Pension plan and retirement savings program
Opportunities for professional development and career advancement
Collaborative and supportive team environment
Responsibilities Provide leadership and oversight to the investment services team, ensuring alignment with strategic objectives.
Manage and grow investment portfolios to meet member needs and organizational goals.
Develop and maintain strong client relationships, offering tailored financial and investment advice.




Monitor financial market trends and adjust strategies to mitigate risks and optimize returns.
Oversee compliance with policies, regulations, and industry best practices.
Collaborate with internal departments to ensure seamless delivery of investment products and services.
Mentor, train, and support staff to foster a high-performing and client-focused culture.
Qualifications Post-secondary education in business, finance, or a related field; CFA designation is an asset.
Minimum 5 years of experience in investment management, financial advising, or related services.
Proven leadership and people management experience.
Strong knowledge of financial markets, investment products, and regulatory requirements.
Excellent interpersonal, communication, and relationship-building skills.
Demonstrated ability to analyze complex financial data and make sound investment recommendations.
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency...

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📌 Manager of Investment Services (Alberta)
🏢 Aplin
📍 Alberta