Associate, Private Wealth Management

Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in Canada and internationally — representing more than CA$56 billion in assets under management. Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long-standing investment philosophy and the advancement of good governance and sustainable investing. Acting in the best interests of our clients is the cornerstone of everything we do.  Headquartered in Montreal, we have offices in Toronto, Calgary and Vancouver.

Location Vancouver

Purpose
Contributes to the overall success of the Private Wealth Departments ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

A unique opportunity for someone interested in the client service side of investment management at an established and growing global investment manager.

The role is to support the functional areas of Private Client Services and contribute to the overall success of the Portfolio Management team.

Key Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge.
• Prepare and coordinate account opening and client profile update documents.
• Model, rebalance and generate transactions for portfolio managers to review.
• Verify the impact of Portfolio transactions before they are executed.
• Liaise with internal equity and fixed income traders.
• Review client investment policies.
• Provide analytical support for sales and marketing activities.
• Prepare presentations to clients and prospects as requested by portfolio managers.
• Prepare and verify compliance reports.
• Analyze the performance of investments.
• Customize monthly and quarterly reports for clients.
• Possibility in the medium term to assume additional responsibilities in a more direct relationship with customers.
• Understand how JFL’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with the firm’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment.

Qualifications

• A high level of attention to detail and precision.
• Strong numeracy skills.
• Willingness to learn and adapt to change.
• Reliable and with good judgment.
• Advanced written and verbal communication skills.
• Bilingual, French and English.

Reporting Relationships
Primary Manager: ·Regional Director – Western Region – Private Wealth Management Direct Reports: ·Nil  

Dimensions       

•  Provide support to the Private Wealth Management team.

Education / Experience / Other Information

• Bachelor in Finance or Business or another related field.
• Willingness to enroll in the CFA program and/or the CIM designation and/or the AAR
• 1 to 3 years of work experience in a similar role.
• Strong knowledge of Excel and experience with the Microsoft Office suite

Working Conditions

• Full-time
• Work in a standard office-based environment; currently working from home
• Some travel may be required

We welcome all applications and wish to thank all candidates for their interest in applying for this position. However, only individuals selected for interviews will be contacted. Please send your CV and cover letter to kcarriere@jflglobal.com.