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Manager of Investment ServicesAplin • AB, CA
Manager of Investment Services

Manager of Investment Services

Aplin • AB, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

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 benefits
  • 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 • AB, CA

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