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Supports investment counsellors by managing client and prospective-client communications, coordinating meetings, preparing presentations, processing account instructions, completing account openings, maintaining regulatory documentation, and liaising with custodians and internal teams. The role also supports client onboarding, business development, marketing initiatives, database management, analytics tracking, and client events while helping improve customer satisfaction and engagement.

Generates new business opportunities for an investment management firm through outbound prospecting, lead qualification, account research, relationship building, and early-stage sales pipeline management. The role schedules meetings for senior business development staff, maintains CRM records, prepares tailored client proposals and presentations, collaborates with investment services teams, and monitors industry trends. It requires strong communication, organization, sales orientation, and financial-services experience.

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.

Supports investment counsellors with client portfolio analysis, custom research reports, performance attribution, and investment communications. Responds to institutional RFIs, RFPs, and DDQs, maintains prospect and client collateral, develops presentations, and performs competitor analysis. The role also involves capital markets writing, data sourcing, strategic initiatives, and bilingual documentation for Canadian and international clients.

Serve as primary client contact for administrative account matters, coordinate counsellor meetings and presentations, manage onboarding and documentation, respond to client inquiries (transactions, reports, tax), liaise with custody and internal teams, support business development and events, and perform office administrative tasks while maintaining compliance and client files.