Do you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk! This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect pension-level academic financial research with family wealth management, without the pressure of finding new clients.
If you are a smart, passionate professional who is excited about providing fiduciary advice in a fun team environment, we want to hear from you! Our team has been simplifying the complex financial lives of successful Canadian families for close to 20 years. We are fortunate to have an independent, high-growth, investment management practice and are in need of an Associate Portfolio Manager to service our growing client base.
At North Road Investment Counsel, we believe wealth can be a force for good in the world.
As an Associate Portfolio Manager, you play a critical role in providing comprehensive investment management services to high-net-worth professionals and families. You will work closely with our senior advisors to build and maintain client relationships, develop customized financial planning and investment strategies, and deliver exceptional client service. This role offers a unique opportunity in wealth management in Edmonton, making a meaningful impact on clients\' financial well-being without the pressure of sales targets.
At North Road we are committed to professional growth and a supportive work environment. To improve mentorship and learning, this career position in Edmonton will be "office first" with some flexibility to "work anywhere" when needed.
If you are a dedicated, client-oriented professional with a passion for money and finance, we invite you to apply.
Join our team and help our clients better their world.
Associate Portfolio Manager • Edmonton, Division No. 11, CA
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