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Support institutional and national account relationships by producing quarterly client presentations, managing response databases and proposals, executing manager research and due diligence, maintaining internal fund documentation, improving reporting processes, and building internal infrastructure to enhance targeted client service and operational efficiency.

Eight-month People Operations internship supporting HR operations across the employee lifecycle. Tasks include coordinating learning and development programs, administering surveys and people analytics, supporting awards and recognition submissions, assisting performance management processes, coordinating events and engagement activities, and contributing to people-related projects and continuous improvement initiatives.

Support territory sales by scheduling advisor meetings, maintaining pipeline and CRM accuracy, executing outreach (calls, emails, video), coordinating events/webinars, ensuring compliance, assisting with sales admin and reporting, and contributing to meeting-generation incentive programs.

Support territory sales by scheduling advisor meetings, generating pipeline, maintaining CRM data, coordinating events and campaigns, ensuring compliance, and providing administrative and operational support to wholesalers and marketing.

Support the sales organization with administrative and sales-enablement tasks: calendar coordination, expense tracking, CRM updates, pitch materials preparation, meeting logistics, event support, and cross-team project work. Learn sales operations and business development through shadowing and project-based assignments while maintaining organized, proactive communication to keep initiatives on track.

Support planning, coordination, and execution of strategic initiatives. Maintain project plans, schedules, risk logs, and documentation; coordinate resources and vendors; gather requirements; prepare stakeholder communications and status reports; track issues and dependencies; participate in retrospectives and process improvement activities to ensure projects meet scope, timeline, and business objectives.

Support Investment Counsellors with client onboarding, documentation, meeting preparation, reporting, and client inquiries. Perform portfolio administration including reconciliations, trade execution, rebalancing, corporate actions, and security master maintenance. Coordinate with Compliance to ensure regulatory adherence, maintain auditable records, and collaborate to resolve issues while identifying process improvements to optimize workflows and service delivery.

Lead corporate development and M&A strategy including financial modeling, due diligence, target coverage, cross-functional coordination, and capital allocation analysis to support firm growth and reporting.

Provide front-office support for the Order Management System (Charles River/CRIMS) and connected trading applications. Monitor system health, troubleshoot FIX connectivity and performance issues, perform log analysis, handle incidents using ITIL practices, liaise with vendors and stakeholders, support upgrades/patches and integration testing, and document BAU processes to ensure audit-ready controls.

Support an assigned Vice President, Retail Sales to grow advisor relationships and close new business. Prospect and qualify leads, maintain CRM records, position alternative investment solutions (hedge funds, liquid alternatives), meet activity targets, provide client support, and assist with business planning and territory development. Hybrid role based in Calgary or Edmonton with occasional travel.