Support high-net-worth client advisory with portfolio analysis and investment recommendations as a Temporary Full Time Investment Associate at Canada Life. Collaborate across teams while preparing client-focused materials and follow-up.
This Investment Associate supports Investment Counsellors in delivering investment and advisory experiences. You will assist with client meetings, portfolio construction, onboarding, financial projections, and ongoing service delivery. The role includes foundational training and exposure toward an Investment Counsellor career path.
Key Responsibilities:

Prepare portfolio recommendations, transition plans, reviews, and financial projections
Participate in meetings and document timely follow-up actions
Assist with onboarding, allocations, planning, and service requests
Review external portfolios for risks, opportunities, and client alignment
Research companies and investment options for committee materials
Requirements:

Undergraduate degree in commerce, business administration, economics, or related discipline
Complete the Canadian Securities Course within one year
Demonstrated analytical, organizational, and problem-solving skills
Professional written and verbal communication abilities
Advanced Microsoft Office and portfolio systems familiarity
Apply analytical, communication, and portfolio support skills while developing toward Investment Counsellor responsibilities at Canada Life.

#J-18808-Ljbffr

Investment Associate Client Advisory