Apply investment management expertise as an Associate Portfolio Manager in Edmonton, supporting portfolio strategy and high-net-worth client advice. Work office first, with flexibility when needed.
North Road Investment Counsel seeks an Associate Portfolio Manager to serve successful Canadian families and professionals. You will work with senior advisors on investment strategies, financial planning, client relationships, and exceptional service. The practice connects academic financial research with family wealth management.
Key Responsibilities:
- Maintain client relationships through financial education and first-class service
- Assist with asset allocation and portfolio rebalancing
- Develop risk-adjusted recommendations using the GPS report
- Monitor retirement, estate, tax, and wealth transfer plans
- Maintain accurate records and follow compliance standards
Requirements:
- CFA or CIM financial designation required
- Minimum two years investment or wealth management experience
- Explain complex concepts to non-technical audiences
- Work independently and within a collaborative team
- Adhere to ethical and regulatory standards
Bring portfolio management, financial planning, and fiduciary advice expertise to North Road's growing Edmonton client base.
Associate Portfolio Manager Edmonton employer: North Road Investment Counsel
At North Road Investment Counsel, we pride ourselves on fostering a collaborative and client-focused culture that empowers our employees to thrive. As an independent wealth management firm located in Canada, we offer exceptional opportunities for professional growth, exposure to investment management, and the chance to contribute to meaningful process improvements. Join us to be part of a dedicated team where your contributions will make a tangible impact on the financial lives of successful Canadian families.
Contact Details:
North Road Investment Counsel Recruitment Team
