Associate Portfolio Manager

Matco Financial Inc. -- Calgary, AB

Matco Financial Inc. is an independent investment management firm committed to delivering tailored investment solutions for individuals, family offices, foundations, trusts, and not-for-profit organizations. Our client-first approach and disciplined investment philosophy set us apart in the industry.

We are seeking a highly motivated Associate Portfolio Manager to join our team. This role provides a unique opportunity to gain hands-on experience in wealth planning, portfolio management, and business development while working closely with a senior portfolio manager and client service team.

If you are a motivated professional eager to build a career in wealth management, we invite you to apply for this exciting opportunity.

Key Responsibilities

Client Service

Help prepare for client service meetings, including service package preparation.
Conduct investment reviews and provide portfolio updates to clients.
Assist clients with wealth planning decisions and financial strategies.

Business Development

Identify and engage with prospective clients.
Support the process of prospecting new clients.
Assist in planning and preparing for business development and marketing events.

Client Account Administration

Prepare account opening documentation and ensure compliance with regulatory requirements.
Assist in drafting Investment Policy Statements (IPS), Investment Management Agreements (IMA), and Know Your Client (KYC) documents.
Support the preparation of client account trade tickets and portfolio rebalancing activities.

Qualifications \& Skills

Bachelor's degree in finance, economics, business, or a related field.
Progress toward or completion of the Certified Financial Planner (CFP) designation is an asset.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in financial software and Microsoft Office Suite.
Ability to work collaboratively in a team-oriented environment.

Why Join Matco Financial?

Opportunity to work in a dynamic and client-focused firm.
Exposure to a wide range of wealth management activities.
Career development and mentorship from experienced portfolio managers.
Competitive compensation and benefits package.

To Apply: Please submit your resume and cover letter to [email protected] with the subject line "Associate Portfolio Manager Application."

This position does not have a set application deadline and is an in-office role. We are committed to patiently finding the ideal candidate who best fits the requirements of this opportunity. We appreciate all applications; however, only those closely aligned with the position's qualifications and responsibilities will be contacted.

Job Type: Full-time

Benefits:

Dental care
Extended health care

Schedule:

Monday to Friday

Application question(s):

Have you enrolled in or completed the CFP Program?

Education:

Bachelor's Degree (preferred)

Work Location: In person

Matco Financial

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Associate Portfolio Manager