Job Description: Deliver a consistently positive, professional client experience across all interactions Lead and execute account onboarding, transfers, and closures in full compliance with regulatory requirements Develop a strong understanding of the firm’s investment products and services Process transactional requests and coordinate cash settlements as required Prepare and tailor presentations for prospective and existing clients Proactively investigate and resolve client inquiries in a timely manner Produce monthly and quarterly reports, presentations, and year-end tax reporting packages Maintain accurate client records and documentation within the CRM system Take full ownership of assigned files, ensuring data integrity, prioritization, and timely progression through workflows Coordinate activities with internal teams and external partners; support meeting planning and logistics Assist in planning and executing client events Manage incoming calls, including answering, screening, and directing as appropriate Greet visitors in a skilled and welcoming manner Maintain office organization and equipment; manage supply inventory and ordering Support the team in resolving ad hoc issues and time-sensitive requests as they arise What We Offer: 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 Development: 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 $65,000 - $70,000 per annum, with flexibility for exceptional candidates with highly relevant experience.

Compensation will be commensurate with education, experience, and internal parity; includes RRSP contribution, extended health benefits from day of joining (no waiting period), and three weeks’ vacation, annually.

Job Qualifications: 5-8 years’ experience working in the investment or financial services industry, with working knowledge of investment account types Completion (or current enrollment) in the Canadian Securities Course Experience with Salesforce CRM is an asset Intermediate level of proficiency in: Excel Word (version control, document polishing)Power

Point (creating and editing presentations)Outlook Adobe Acrobat Professional Competencies: Exceptional written and verbal communication skills Demonstrated ability to interact with clients Exceptional ability to manage multiple tasks and changing priorities A dual passion for operational efficiency and client service Attention to detail; and an inquisitive mind Possess great initiative and problem-solving skills Ability to collaborate and thrive independently and in a team-based environment

📌 Portfolio Administrator, Private Clients (Calgary)
🏢 Leith Wheeler Investment Counsel
📍 Calgary