Permanent Full Time. Value Partners Investments (“VPI”) is a Winnipeg-based investment firm that currently manages approximately $6 billion through retail mutual funds and discretionary wealth management services. The Investment Associate plays a key supporting role in delivering a high-quality advisory and investment experience to high-net-worth clients.
Requirements
- 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.
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.
