Trade Support Associate

Department: Trade Desk and Back Office Operations Team

Company Description

Dixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in 2000, Dixon Mitchell now manages nearly $7bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations. Our culture is built around business integrity, client service, and the alignment of corporate and investor interests. Dixon Mitchell is based in Vancouver and has satellite offices in Calgary and Toronto.

Position Summary

We are looking for a Trade Support Associate to join our back office, operations team. This role will be a permanent, full-time, office-based position.

We place a high value on our team spirit, camaraderie and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment. We are looking for a self-motivated, independent person for our trading operations team. This individual has efficient and effective coordination, excellent communication skills, strong leadership skills, is detail oriented, provides solutions, and can work well under pressure.

About you

Your core values are honesty, integrity, and transparency. You are proactive, self-driven and take the initiative to identify inefficiencies and provide solutions. Your excellent work ethic combines your enthusiasm, passion, curiosity, education, and experiences to see the big picture, focus on the details, solve complex problems, and communicate your ideas effectively to a broad range of people. You are persistent to try again when others might give up and have the confidence to adapt when circumstances dictate. You take responsibility and ownership over your assigned duties and beyond and you have a growth mindset, continually learning and improving your skills and abilities.

Responsibilities

• Support the lead trader with the execution of foreign exchange, mutual funds, equity, and fixed income transactions.
• Accurately communicate trade settlement instructions to custodians and brokers, ensuring timely resolution of any discrepancies.
• Reconcile and analyze daily transactions, promptly identifying and addressing any breaks or anomalies.
• Monitor and analyze corporate actions, ensuring appropriate updates to positions and accurate communication to stakeholders.
• Complete proxy voting requests in alignment with firm policies and client instructions.
• Investigate and resolve operational concerns across the trade lifecycle in collaboration with internal teams and external partners.
• Ensure timely trade matching with external brokers in accordance with NI 24-101 guidelines, resolving any exceptions efficiently.
• Reconcile book values and ensure alignment between internal records and custodian data.
• Support the preparation and delivery of client reports for both institutional and private clients within prescribed deadlines.
• Contribute to ad-hoc projects aimed at improving operational efficiency and reducing risk.
• Identify and implement opportunities for process optimization, automation, and control enhancements.

Experience/Qualifications

• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) certifications are required.
• Chartered Financial Analysts (CFA) designation will supersede CSC and CPH requirements.

Bachelor’s degree in Finance, Economics, Business, or a related field.

1–3 years of experience in trade support, operations, or middle office roles within the financial services industry.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent communication and interpersonal skills for effective collaboration across teams and external stakeholders.
• Ability to work independently in a fast-paced, high-pressure environment with strong organizational and time-management skills.
• Knowledge of SQL and Python is a strong asset.
• Self-starter with a positive attitude and a passion for continuous learning and professional growth.

Compensation

Dixon Mitchell offers a competitive compensation package and comprehensive benefit plan. The salary range is $65,000 – $75,000 annually and is negotiable based on experience and qualifications.

Apply now

Individuals meeting the criteria above are encouraged to submit their resume in confidence by emailing careers@dixonmitchell.com. While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.

Dixon Mitchell Investment Counsel values the diversity of the people it hires and serves and is proud to be an equal opportunity employer. Diversity at Our Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to in ways that fully develop and utilize each person’s talents and strengths. If you require accommodation to complete the application process, please contact us at careers@dixonmitchell.com

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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