Associate Portfolio Manager Edmonton

Apply portfolio theory and investment expertise as an Associate Portfolio Manager in Edmonton, serving high-net-worth families through fiduciary advice.

North Road Investment Counsel seeks an Associate Portfolio Manager for its growing client base. You will support senior advisors with investment management, financial planning, and client relationships. The role connects academic financial research with family wealth management without sales targets.

Key Responsibilities:

• Cultivate client relationships through exceptional service and financial education
• Assist with asset allocation and portfolio rebalancing
• Develop risk-adjusted recommendations through the GPS report
• Build retirement, estate, tax, and wealth transfer plans
• Maintain accurate records meeting compliance standards

Requirements:

• CFA or CIM financial designation required
• Minimum two years investment or wealth management experience
• Strong communication of complex concepts to non-technical audiences
• Preference for CFP or R.F.P. designation
• Ability to work independently and collaboratively

Bring portfolio management, financial planning, and fiduciary advice expertise to North Road Investment Counsel clients in Edmonton.