About the role

Calgary, Alberta, Canada

Full-time, in-office

Department : Client Services

Position start date: Immediate.

Company Description

Dixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in 2000, Dixon Mitchell now manages over $8bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations. Our culture is built around business integrity, client service, and the alignment of corporate and investor interests. Dixon Mitchell has offices in Vancouver (Head office) and Calgary.

Position Summary

Our client service team resides within the front office of Dixon Mitchell Investment Counsel Inc. and is comprised of client-facing Investment Counsellors, Associate Investment Counsellors, and Client Service Associates. We are looking for experienced Client Service Associate to joint our advisory team in Calgary.

This is an exciting opportunity to join a growing team within the firm, responsible for providing exceptional service to our high-net-worth and institutional clients. We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment.

About you

Key Responsibilities

• Support multiple Investment Counsellors by providing exemplary wealth management and client service, within our culture of stewardship.
• Managing account openings, client reviews, meeting scheduling, and preparation of client meeting materials.
• Preparation of Investment Portfolio review materials.
• Managing and processing client requests. Partnering with internal teams to fulfill complex inquiries.
• Always provide exceptional client service, which is efficient and accurate.
• Support our team's event and community engagement initiatives.

Experience/Qualifications

• A minimum of two years of relevant work experience.
• Post-Secondary diploma or four-year degree from a recognized educational institution.
• Highly proficient in Office365 - particularly Excel.
• Interest and knowledge of personal finance and investing principles.
• Experience with CRM systems such as Salesforce.
• Experience managing client order flow and a high volume of transactions.
• Experience with custodial platforms such as NBIN and Aviso considered an asset.
• Completion of the Canadian Securities Course (CSC) considered an asset.
• Completion of Certified Financial Planner (CFP) program considered an asset.
• Legally eligible to work in Canada.

Compensation

Dixon Mitchell offers a competitive compensation package and comprehensive benefits plan.

Salary Range: $55,000-$65,000

Equal Opportunity Employer

Dixon Mitchell Investment Counsel values the diversity of the people it hires and serves and is proud to be an equal opportunity employer. Diversity at Our Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to in ways that fully develop and utilize each person's talents and strengths. If you require accommodation to complete the application process, please contact us.

Apply now!

Interested in joining our team? Individuals meeting the criteria above are encouraged to submit their resume in confidence. While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.