Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service. Deliver specialized administrative support across diverse assignments.
This Associate position supports business growth within the Calgary office. You will prepare client reports, recommendations, financial plans, and investment proposals while analyzing industry, company, and macroeconomic data. The work also includes client communications, meetings, account documentation, and compliance requirements.
Key Responsibilities:
- Prepare and present client reports and investment recommendations
- Execute transactions on behalf of Investment Advisors
- Develop and maintain financial models using relevant data
- Respond to phone, mail,
and electronic client enquiries
- Maintain account documentation and marketing materials
Requirements:
- At least three years’ financial services industry experience
- English verbal and written communication skills
- Understanding of industry compliance regulations
- Robust organization, initiative, and independent working ability
- CIRO Investment Representative licensing
Bring financial analysis, transaction support, and client service expertise to this Calgary investment services Associate position.