Our client, a respected leader in the financial services industry, is seeking a Manager of Investment Services to join their team in Vermilion, Alberta. This is an excellent opportunity to play a key leadership role in investment strategy, portfolio management, and client relationship development while driving long-term financial growth and organizational success.
This position is located in Vermilion, Alberta. You must be able to reliably commute or plan to relocate. Relocation assistance could be provided.

Benefits & Perks

• Permanent, full-time position
• Hybrid – 3 days a week in office
• Salary – $80,000-$105,000
• Bonus – up to 10%
• Comprehensive health and dental benefits
• Pension plan and retirement savings program
• Opportunities for professional development and career advancement
• Collaborative and supportive team environment

Responsibilities

• Provide leadership and oversight to the investment services team, ensuring alignment with strategic objectives.
• Manage and grow investment portfolios to meet member needs and organizational goals.
• Develop and maintain strong client relationships, offering tailored financial and investment advice.
• Monitor financial market trends and adjust strategies to mitigate risks and optimize returns.
• Oversee compliance with policies, regulations, and industry best practices.
• Collaborate with internal departments to ensure seamless delivery of investment products and services.
• Mentor, train, and support staff to foster a high-performing and client-focused culture.

Qualifications

• Post-secondary education in business, finance, or a related field; CFA designation is an asset.
• Minimum 5 years of experience in investment management, financial advising, or related services.
• Proven leadership and people management experience.
• Strong knowledge of financial markets, investment products, and regulatory requirements.
• Excellent interpersonal, communication, and relationship-building skills.
• Demonstrated ability to analyze complex financial data and make sound investment recommendations.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits

• Provide leadership and oversight to the investment services team, ensuring alignment with strategic objectives.
• Manage and grow investment portfolios to meet member needs and organizational goals.
• Develop and maintain strong client relationships, offering tailored financial and investment advice.
• Monitor financial market trends and adjust strategies to mitigate risks and optimize returns.
• Oversee compliance with policies, regulations, and industry best practices.
• Collaborate with internal departments to ensure seamless delivery of investment products and services.
• Mentor, train, and support staff to foster a high-performing and client-focused culture