Apply investment management expertise as an Associate Portfolio Manager in Edmonton, supporting portfolio strategy and high-net-worth client advice. Work office first, with flexibility when needed.

North Road Investment Counsel seeks an Associate Portfolio Manager to serve successful Canadian families and specialists. You will work with senior advisors on investment strategies, financial planning, client relationships, and exceptional service. The practice connects academic financial research with family wealth management.

Key Responsibilities:
Maintain client relationships through financial education and first-class service
Assist with asset allocation and portfolio rebalancing
Develop risk-adjusted recommendations using the GPS report




Monitor retirement, estate, tax, and wealth transfer plans
Maintain accurate records and follow compliance standards

Requirements:
CFA or CIM financial designation required
Minimum two years investment or wealth management experience
Explain complex concepts to non-technical audiences
Work independently and within a cooperative team
Adhere to ethical and regulatory standards

Bring portfolio management, financial planning, and fiduciary advice expertise to North Road’s growing Edmonton client base.

📌 Associate Portfolio Manager Edmonton
🏢 North Road Investment Counsel
📍 Edmonton