Investment Associate

Job Title:

Investment Associate

Main Purpose of the Job:

Plan, direct and coordinate business development, new business and new clients within the company, to promote products and services and growth Assets Under Care.

Reports to:

Business Owner

Duties and Responsibilities:

  • Assess business opportunities and develop strategies to attract new clients.
  • Preparation of business analysis revenue documents including cost estimates.
  • Respond to enquiries from members of the business community and general public concerning development opportunities
  • Conduct social and economic surveys on local, regional or national areas to assess development potential and future trends.
  • Promote seminars and learning topics.
  • Obtain new clients and increase corporate growth
  • Continuously build network and effectively managing those relationships.
  • Respond to client's questions and complaints in a timely manner.
  • Facilitate meetings as required.
  • Ensure projects complete in line with deadline and budget.
  • Prepare client files for upcoming meetings, including regulatory requirements, paperwork and research for new business


  • Bachelor's degree in economics, commerce, business administration as required
  • Canadian Securities Course
  • Conduct and Practices Handbook
  • Wealth Management Essentials
  • Life License & Accident & Sickness
  • Certified Financial Planning Designation (CFP®)
  • Certified Investment Management Designation (CIM®)

Working Conditions:

  • Office environment
  • Client homes/business
  • External meeting venues

Acknowledgement & Agreement

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives of the organization.

How to Apply

To apply, please send your CV/resume to