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Client Investment Associate Jobs

Associate/Senior Associate Investment Research Active Equities
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
Participate in meetings with the management of public corporations, industry experts and analyst calls
Advanced university degree in Engineering/Computer Science/Mathematics/Statistics or other quantitative field preferred, combined with an education in business (accounting/finance)
Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
Solid verbal and written communication skills
Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
Associate Client Manager Jobs
By TELUS At Toronto, Ontario, Canada
Excellent time management skills, and the ability to manage multiple assignments.
Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
Attends internal training sessions to build knowledge of industry topics and trends.
Excellent written and oral communication skills
Great training and leaderships skills
Investment And Strategy Associate
By Constellation Software Inc. At Toronto, Ontario, Canada
3+ years of experience in transaction advisory/corporate finance, private equity, or management consulting with an interest in investing and operations.
Work with our acquisition sourcing teams to review lead ownership and lead management.
Exposure to the software industry and CPA/CFA are benefits, but not requirements.
Identify attractive acquisition targets and coordinate outreach to company owners. Build and manage a funnel of investment opportunities from scratch.
Demonstrable experience of being proactive and initiating new ideas in your current/former roles.
Excellent undergraduate academic performance (Business/Finance degree preferred).
Investment Analyst/Associate Jobs
By Kassen Recruitment At Toronto, Ontario, Canada
Previous experience or internships within investment banking, finance, or related fields is preferred.
Assist in the creation of compelling marketing materials, prospectuses, and offering memoranda.
Coordinate and manage data rooms, maintaining accuracy and confidentiality of sensitive information.
Bachelor's degree in Finance, Business, Economics, or a related field.
Strong academic record with a demonstrated understanding of finance, accounting, and financial modeling.
Excellent analytical skills with a keen attention to detail.
Junior Investment Associate Jobs
By Manulife Securities Incorporated (Saint-Leonard Branch) At Montreal, Quebec, Canada

Investment Advisor Mentorship Program This position is for you if… You are an entrepreneur at heart. You don't fully fit in the traditional corporate environment. You are attracted to the possibility ...

Investment Operations Associate Jobs
By dentsu At Toronto, Ontario, Canada
Have strong time management skills in order to monitor high volume of transactions
Knowledge and proven experience with budgeting and cost control principles
Maintain client reporting requirements and generate reporting templates in accordance with requirements
Relevant work experience in client services or media operations
Advanced knowledge of Excel required
Experience with new system implementation and system integration will be an asset
Client Associate Cibc Wood Gundy
By CIBC At Calgary, Alberta, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Client Representative (Hybrid - Custodian Bank)
By Aston Carter At Toronto, Ontario, Canada
CSC Certification (Obtained, or in the Process Of)
Strong Communication Skills (English - Verbal & Written)
Working Knowledge of Microsoft Office (Outlook, Word, Excel)
Job duties include, but are not limited to the following:
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
Investment Associate Jobs
By Stankevicius At Greater Montreal Metropolitan Area, Canada
Bachelor's degree or equivalent experience
3 - 4 years' prior industry related business development experience
Strong communication and interpersonal skills
Proven knowledge and execution of successful development strategies
Develop new relationships in an effort to grow business and help company expand
Think critically when planning to assure project success
Associate, Investment Analytics Jobs
By RBC Wealth Management At Toronto, Ontario, Canada
Learn the business as usual for performance and risk management to support our investment committees.
Bachelor’s Degree in Commerce, Finance, Economics, Computer Science or related quantitative discipline (e.g., Engineering, Physics, Mathematics, Statistics)
Experience/interest in performance reporting and analysis.
Experience/interest in risk reporting and analysis
Pursuing/interest in Chartered Financial Analyst or other finance/risk training or designation.
Knowledge of SQL and at least one programming language (Python, R, Matlab, C, C#, Java, etc).
Associate, Investment Structure Management
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
A self-starter who works well independently and under pressure with excellent time management skills and the ability to prioritize tasks effectively.
Assist with workstreams relating to CPP Investments’ legal entity management system functionalities
Minimum 5-7 years of related work experience (e.g. finance, consulting, private equity, accounting firm etc.)
A flexible/hybrid work environment combining in office collaboration and remote working
Assist in collaborating with internal and external stakeholders to define roles and responsibilities of all stakeholders throughout the investment lifecycle
Support the Manager in the pre-close/structuring and ongoing maintenance of new investments, exits and restructurings, which includes:
Investment Associate Jobs
By Valsef Group At Montreal, Quebec, Canada
Minimum 1 year of experience in private equity, asset management, investment research, investment banking and/or capital markets setting
Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach
Successful completion of an undergrad in Finance, Economic with strong quantitative background and analytical skills
Exceptional analytical and quantitative skills, with the ability to conduct financial analysis, model complex scenarios, and interpret data effectively
Problem-solving skills and an ability to create innovative investment solutions / structures
Excellent verbal and written communication skills
Investment Specialist Associate - Maple Ridge/Pitt Meadows
By Scotiabank At Pitt Meadows, British Columbia, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
Post-secondary education in Business or related field
Highly effective verbal and written communication skills.
Ability to provide an excellent client experience without going to the branch.
Developing and implementing a structured business development strategy.
Investment Specialist Associate - Toronto, On [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
Post-secondary education in Business or related field
Highly effective verbal and written communication skills.
Ability to provide an excellent client experience without going to the branch.
Developing and implementing a structured business development strategy.
Investment Associate Jobs
By MIDDLEFIELD At Toronto, Ontario, Canada
Excellent time management skills with commitment to meeting deadlines
Liaise with sell-side contacts and engage with companies and senior management teams to gather insights
Attend conferences and relay important findings to the portfolio management team
Build models to improve work flow & efficiency for portfolio management and research-related tasks
Work closely with the Chief Investment Officer and Portfolio Managers to deliver meaningful insights and expertise on dividend-paying equities
Exceptional analytical, writing, oral communication, presentation and interpersonal skills
Senior Associate - Investment Operations
By BMO At Toronto, Ontario, Canada
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge and experience using relevant systems and technology – Good.
Knowledge of the risk and regulatory requirements of the business – Good.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
Investment Associate Jobs
By Spring Investing Collective At Canada
Have communication experience with profiles such as investors, board members or senior management
Build resources and processes for member management from onboarding through their membership journey
Process management of the deal intake, screening, and review process for early stage impact startups seeking to present to the network
Support the design and delivery of educational resources for investors based on feedback from the community
Have experience with CRM systems (ideally HubSpot), Notion, Slack, and GSuite
Have broad experience with the early stage venture ecosystem and language of the industry
Senior Manager, Client Services For Leading Investment Firm
By Dean Group At Toronto, Ontario, Canada
Strong people management skills to partner with cross functional teams to drive process improvements
Minimum 7 years of financial services experience with 3 of those being in a Manager role.
Mutual funds knowledge and experience is a MUST
Coaching of management level Team Leaders is a MUST
Demonstrated ability to develop and motivate staff with leadership skills
Collaborate with key executives to create service standards for both quality and productivity measures.
Investment Specialist Associate - West Vancouver, Bc
By Scotiabank At West Vancouver, British Columbia, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
Post-secondary education in Business or related field
Highly effective verbal and written communication skills.
Ability to provide an excellent client experience without going to the branch.
Developing and implementing a structured business development strategy.
Investment Associate (Trade Execution Associate)
By RBC Wealth Management At Surrey, British Columbia, Canada
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Exceptional written and verbal communication skills
4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Execute model portfolio changes (Trading Execution)

Are you looking for a rewarding career in the investment industry? We are looking for a Client Investment Associate to join our team! As a Client Investment Associate, you will be responsible for providing clients with personalized investment advice and helping them make informed decisions. You will also be responsible for monitoring the performance of investments and providing clients with timely updates. If you have a passion for finance and a commitment to helping others reach their financial goals, this could be the perfect job for you!

A Client Investment Associate is a professional who provides financial advice and services to clients. They work with clients to develop investment strategies and plans that meet their financial goals. They also provide advice on investments, retirement planning, estate planning, and other financial matters. Client Investment Associates must have a strong understanding of the financial markets and be able to analyze and interpret financial data. They must also be able to explain complex financial concepts in an easy to understand way. To become a Client Investment Associate, you must have a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry. Additionally, you must pass the Series 7 and Series 63 exams, which are administered by the Financial Industry Regulatory Authority (FINRA). The skills required for a Client Investment Associate include strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently. You must also have a thorough understanding of the financial markets and be able to interpret financial data. The knowledge required for a Client Investment Associate includes an understanding of financial markets, investment strategies, and financial products. You must also have a good understanding of the laws and regulations governing the financial services industry. The responsibilities of a Client Investment Associate include providing financial advice and services to clients, developing investment strategies and plans, and providing advice on investments, retirement planning, estate planning, and other financial matters. You must also be able to analyze and interpret financial data and explain complex financial concepts in an easy to understand way. The experience required for a Client Investment Associate includes a minimum of two years of experience in the financial services industry. You must also have a thorough understanding of the financial markets and be able to interpret financial data. The qualifications required for a Client Investment Associate include a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry and pass the Series 7 and Series 63 exams. The education required for a Client Investment Associate includes a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry. Tools that help Client Investment Associates work better include financial analysis software, portfolio management software, and customer relationship management (CRM) software. Good tips to help Client Investment Associates do more effectively include staying up to date on the latest financial news and trends, staying organized, and staying in touch with clients. Common Client Investment Associate interview questions include: What experience do you have in the financial services industry? What do you know about the financial markets? What strategies do you use to develop investment plans? How do you explain complex financial concepts to clients?