Develop in-depth industry and company knowledge to build forecasts and valuation models, provide investment recommendations, perform due diligence including meetings and site visits, maintain portfolio models, support client servicing and business development, review proxy voting, and actively participate in investment team decisions.

Spontaneous application portal for candidates interested in various finance roles (operations, investment management, client services, technologies) across Montreal, Toronto, and Calgary. Applicants join a candidate pool for future openings; various positions listed include accountant, compliance analyst, investment analyst, financial planner, client service assistant, and .NET web developer. Benefits and inclusive workplace emphasized.