Associate, Investment Management

Vancouver | 💰 $79,000 - $100,000 + Bonus + Profit Sharing | 🌍 Hybrid

Do you have a keen eye for detail and a passion for financial markets? Are you highly organized and thrive in a fast-paced investment environment where accuracy and efficiency are critical? If so, we want you on our team.

We’re a boutique wealth management firm dedicated to helping high-net-worth families navigate complex financial landscapes with confidence . As an Associate, Investment Management , your primary focus will be on portfolio monitoring and trade execution , ensuring our clients' investments are managed with precision and in alignment with their financial objectives. You will work closely with experienced Portfolio Managers to support daily trading operations, portfolio rebalancing, and investment compliance.

What Makes This Opportunity Unique?

High-Impact Role – Your accuracy and diligence in trade execution will directly impact the success of our client portfolios.

Collaborate with Experts – Work alongside a team of seasoned Portfolio Managers who value efficiency and precision.

Fast-Paced & Detail-Oriented – If you thrive in an environment where timing and accuracy matter , this role is for you.

Growth & Autonomy – We empower self-starters to take ownership, innovate, and expand their expertise.

Exceptional Compensation & Benefits – Competitive salary, performance bonuses, 100% employer-funded DPSP, and more .

Equity Opportunities – Available for eligible employees.

What You’ll Do

As an Associate, Investment Management , your responsibilities will be heavily focused on portfolio monitoring, trade execution, and ensuring operational efficiency . The approximate breakdown of your role is :

Portfolio Monitoring & Trade Execution (50%)

• Daily monitoring of client portfolios , ensuring investments align with client objectives and portfolio guidelines.
• Assist Portfolio Managers with trade staging and execution across various asset classes, including equities, fixed income, mutual funds, and options.
• Ensure timely and accurate trade settlements , proactively identifying and resolving discrepancies.
• Maintain strict adherence to trading regulations, risk controls, and internal compliance policies .
• Perform mechanical rebalancing of model portfolios and oversee cash management processes.

Operational & Compliance Support (25%)

Client & Advisor Support (15%)

Investment Research & Model Portfolio Management (10%)

What We’re Looking For

CFA or CIM Designation (or working towards one).

5+ years in wealth management with a focus on discretionary portfolio management.

Currently registered as an AAR with the Securities Commission .

Bachelor’s degree in finance, economics, or a related field .

Strong understanding of financial markets, trading operations, and asset classes .

Exceptional attention to detail & ability to work with high accuracy .

Experience with portfolio management software and trading platforms is an asset.

Why Join Us?

Competitive Base Salary + Performance-Based Bonus

100% Employer-Funded DPSP

Equity Opportunities (Based on Eligibility)

Education Reimbursement & Paid Licensing

Dedicated Mentorship & Career Growth

High-Performing, Collaborative Team Culture

Ready to make an impact in investment operations? Apply today and take your career to the next level.