Investment Associate

Value Partners Investments is a Winnipeg-based investment firm that manages approximately $6 billion through retail mutual funds and investment counsel services. The Investment Associate plays a key supporting role in delivering a high-quality advisory and investment experience to high-net-worth clients, assisting with client meetings, portfolio analysis, and investment recommendations.

Responsibilities

• 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
• 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
• 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

Skills

• 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
• 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

Benefits

• 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.

Company Overview