Associate, Private Clients & Foundations

Leith Wheeler Investment Counsel Ltd.

Full-time Financial Specialists
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Location
Calgary, Alberta, Canada
Posted
July 23, 2026

Job Description

Job Description:

  • Client Servicing & Relationship ManagementServe as a primary point of contact for client requests.Prepare meeting materials, investment reports, and correspondence.Support client meetings through coordination, note-taking, and follow-up.Build strong relationships with clients by ensuring timely, proactive communication.
  • Account AdministrationFacilitate onboarding of new clients, including KYC, and compliance processes.Maintain accurate client data and ensure CRM systems are up to date.Process account changes, transfers, cash movements, and trade instructions efficiently.Liaise with custodians, internal departments, and external partners to resolve client issues.
  • Portfolio & Investment SupportSupport portfolio rebalancing, client reporting, and performance review activities.Prepare trade tickets, investment proposals, and financial planning summaries.Monitor key client milestones, portfolio events, and tax-related deadlines.
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    Job Details

    • Job Type
      Full-time
    • Category
      Financial Specialists
    • Date Posted
      July 23, 2026
    • Application Deadline
      September 01, 2026