Associate Investment Counsellor
Remote / Online - Candidates ideally in
Calgary, Alberta, T3S, Canada
Listing for:
Mawer Investment Management
Full Time, Remote/Work from Home
position
Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Portfolio Manager
-
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
The Opportunity
Mawer Investment Management is currently looking for an exceptional and experienced new member to join our Calgary team and continue to build on our successes in investment counselling with private clients in Canada. Responsible for business development, relationship management, portfolio oversight, and community representation, the successful candidate will help grow our private client and family office businesses.
The role of an Associate Investment Counsellor is a training role to eventually become an Investment Counsellor. The role will be mentored by an Investment Counsellor or two who will be the primary contact for helping groom and learn the business. The incumbent will expect to be a self-starter who has the internal drive to succeed.
This position reports to the Senior Manager of Individual Client Management.
Role Responsibilities
Portfolio Management
Develop, recommend, and execute investment strategies to achieve clients’ investment objectivesApply holistic oversight, consolidated investment policy design, asset allocation, and asset location in client portfoliosClearly communicate the firm’s investment strategies to clients, including their rationale, implications, and expected consequencesComply with appropriate processes, policies, and regulations in performing assigned responsibilitiesAssume responsibility for all aspects of client service and reporting, including compliance, quarterly investment commentary, quarterly reporting, and client review meetingsCoordinate all client requests with appropriate areas of the firmBusiness Development
Develop strategic alliances, cultivate referrals, and build Mawer’s relationships and presencePromote Mawer through active community networkingA winning and growth mindsetPlanning
Build and update financial plans for Investment Counsellors to deliver to clientsOver time, take the lead in client planning conversations and support execution in coordination with the client’s key partnersDesired Qualifications
4+ years of relevant experienceCFA designation / CIM designationAR/AAR designation or the ability to be registeredPrevious relationship management skillsStrong values and client centric mindsetStrong business development background with a growth and winning mindsetPrevious planning experiences with clientsStrong external network of Centres of InfluenceStrong communication and presentation skillsTeam player with a can-do mindsetPrevious portfolio management skills would be an assetCFP or PFP would be an assetWhy Mawer?
Directly contribute to the firm’s growth as a global, independent investment manager.Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.Our Benefits and Perks Include:
Comprehensive health and wellness benefitsUnlimited vacation daysRetirement planning assistance, including RSP contributionsAnnual learning stipendParental leave top-upSignificant community investment contribution via our Employee Matching ProgramTo apply, please submit your resume, cover letter, and application by February 2nd, 2026 at:
All candidates must be eligible to…
Position Requirements
10+ Years
work experience
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