Investment Associate

Permanent Full Time 

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The Investment Associate plays a key supporting role in delivering a high-quality advisory and investment experience to high-net-worth clients. Working closely with Investment Counsellors, this role supports client meetings, portfolio analysis, investment recommendations, onboarding, and ongoing service delivery, while collaborating with Client Service, Operations, Trading, and Compliance teams. The position provides foundational training and exposure for progression into an Investment Counsellor role.

What you will do:

Client & Advisor Support

• Prepare materials for client and advisor meetings, including portfolio recommendations, transition plans, investment reviews, and financial projections.
• Participate in client and advisor meetings, document outcomes, and execute timely follow-up on onboarding, allocations, planning, and service requests.
• Support business development by preparing second opinions on external portfolios and assisting with the prospecting and sales pipeline.
• Coordinate client and advisor touchpoints, proactively managing meeting preparation, scheduling, and requests.

Investment Analysis & Research

• Assist in portfolio construction, recommendations, and transitions, considering market conditions, tax implications, and internal models.
• Prepare net worth statements, cash flow analyses, financial projections, and scenario/stress testing.
• Review external portfolios to identify risks, opportunities, and alignment with client goals.
• Conduct research on individual companies and investment options; support Capital Allocation Committee materials and meetings.
• Contribute to investment content, presentations, and client communications in collaboration with Portfolio Management and Marketing.

Professional & Team Development

• Engage in structured learning and skills development aligned with the Investment Counsellor career path.
• Collaborate with team members to share knowledge, improve processes, and support onboarding and training of new associates.

What you will bring:

Education & Experience

• Undergraduate degree in Commerce, Business Administration, Economics, or related discipline.
• Completion of the Canadian Securities Course (CSC) within one year of hire.
• Finance education or experience in the Canadian securities industry is an asset.
• Willingness to pursue additional credentials (CIM, CFA, CSC, or similar).
• Equivalent combinations of education and experience will be considered.

Skills & Competencies

• Strong analytical, problem-solving, and organizational skills with high attention to detail.
• Clear, professional written and verbal communication abilities.
• Client-focused mindset with the ability to build trusted, collaborative relationships.
• Ability to manage multiple priorities in a fast-paced environment.
• Technically proficient, with advanced skills in Microsoft Office and familiarity with portfolio management systems and CRM tools.
• Adaptable, resourceful, and motivated by continuous learning.

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The base salary for this position is between 53,900.00 - $89,800.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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