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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.

Advise high-net-worth and institutional clients with discretionary investment strategies, build and maintain long-term relationships, conduct portfolio construction and monitoring, execute business development and referral strategies, collaborate with internal teams, stay current on markets and regulations, and ensure regulatory compliance and ethical standards.

Advise high-net-worth and institutional clients on discretionary investment strategies, assess objectives and risk, construct and monitor portfolios, deepen relationships, drive business development and referrals, collaborate with internal teams, ensure regulatory compliance, and provide market insights.

Develop and maintain Next.js front-end features and components integrated with a headless CMS. Implement responsive, accessible, SEO- and performance-focused UIs, bilingual support, analytics tracking, and platform deployments on Azure. Collaborate with marketing, design, and engineering on content models, tooling, testing, and documentation to improve authoring and delivery workflows.