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Added 1 hour ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Demonstrated leadership and project coordination experience is required, including the ability to organize program operations, manage competing priorities, facilitate collaboration across…
Added 2 hours ago
NB
Senior Advisor, Program Governance
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- Full-time
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SM
Medical Radiation Technologist (CT & X-Ray)
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- Internship
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Added 3 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
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- Internship
Join a forward-thinking organization with an exciting future. As part of a major hospital redevelopment project scheduled for Fall 2028, staff will have the opportunity to work in a…
Added 3 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
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- Full-time
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Added 3 hours ago
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Medical Radiation Technologist (CT & X-Ray)
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Project Manager / EV infrastructure Specialist
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Montreal, QC
- Full-time
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Added 4 hours ago
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Assistant Manager, Guest Experience | Rideau Centre
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Added 5 hours ago
R|
ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
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Project Manager
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Montreal, QC
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Added 7 hours ago
CW
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Burnaby, BC
- $55,000 to $80,000 CAD / year
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Project manager, property manager, operations manager, or hospitality management backgrounds translate very well into this role.
Added 7 hours ago
UO
Manager of Operations
University of Victoria
Victoria, BC
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Added 7 hours ago
H
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Burlington, ON · Toronto, ON
- Full-time
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BI
Technical Inside Sales Manager
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Added 10 hours ago
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Added 10 hours ago
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Added 10 hours ago
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AB · Edmonton, AB
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RM
Manager - Diagnostic Imaging
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Field Manager
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Added 11 hours ago
TH
Project Manager
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The Project Manager will work closely with operational and medical/scientific leadership within the Department of Paediatric Laboratory Medicine (DPLM) and Translational Genomics (TG)…
Added 11 hours ago
Y
Manager, PMO & Strategic Initiatives
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We're looking for a hands-on Manager, PMO & Strategic Initiatives to run our most important projects and build the way Q Wealth delivers them. This is a builder role: you'll lead real work…

Gold Investment Management Ltd.

Associate Portfolio Manager

AB, Canada
Edmonton, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

Gold Investment Management Ltd. is a boutique portfolio management company located in downtown Edmonton. We are seeking a Portfolio Manager to join our team. We are hoping to fill the role with an individual who is team oriented, and passionate about client service, investment and risk management, and security analysis. We are hoping for a candidate that exemplifies our guiding principles of integrity, discipline, and results.

This is a permanent, full-time position in our Edmonton office.

Under the guidance and supervision of Senior Portfolio Managers, there are your responsibilities:

You will work closely with our clients to build long-term relationships and deliver the high-touch discretionary investment services that they have come to expect of our boutique firm. In order to discharge our “Know Your Client” (“KYC”) obligations, you will perform annual and periodic client reviews.
You will assist with new client onboardings and reviews, development of Investment Policy Statements (“IPS”), Investment Management Agreements (“IMA”) and make investment recommendations to Senior Portfolio Managers. As part of this process, you will assess investment needs and objectives, a client’s ability and willingness to take on risk, and recommend suitable portfolios based on a number of assessment factors.
Act as a member of the Investment Committee and conduct security specific and sector research to assist our firm with meeting “Know Your Product” (“KYP”) obligations. You will learn and consider our firm’s investment philosophy and assess tax efficiency, trading costs and other factors when assisting with the decision-making process.
You will assist in portfolio construction, rebalancing strategies and trade execution, including pre-trade and post-trade analysis to ensure portfolios are managed within their investment objectives.
Assist with monitoring model portfolios and securities. Report to senior portfolio managers on performance, risk metrics, and news. Make suggestions for portfolio improvements with researched rationales and test different scenarios.
You will generate and analyze performance and risk metrics while using multiple management systems.
Assist with our quarterly reporting and corporate reorganization processes, and complete ad hoc project work.

Qualifications:

Immediately registerable as Associate Advising Representative (AAR) or Advising Representative (AR). Existing registrations transferable to a new firm are accepted. New registrations must have either:
Passed CFA Level I exam and have 24 months of relevant investment management experience, or
Canadian Investment Manager (CIM) designation and have 24 months of relevant investment management experience.

BCom, Finance or MBA, Finance
Advanced Excel skills, including ability to use pivot tables, common formulas, and ability to review and resolve issues
Experience with Bloomberg terminal and functions
Excellent listening and communication skills
Ability to troubleshoot and problem solve
Strong organization and attention to detail
The ability to multi-task, prioritize, and manage a variety of duties on a recurring schedule.
Ability to maintain high-quality standards in any task
A natural aptitude for providing top-tier service and fostering relationships with clients, colleagues and stakeholders.
Adherence to high ethical standards and ability to stay mindful of compliance obligations while performing tasks

The ideal candidate will be a positive and energetic professional, who is able to work cooperatively with our team, and independently as required. The candidate must be committed to client service and our investment philosophy. Ability to assist with day-to-day tasks and client requests, as well as follow up on ongoing projects over long periods of time. Candidates should be excited to learn about the company and its operations, as many client requests and processes will involve communication and collaborative work with staff members in other departments. We pride ourselves on comprehensive, boutique service, and hope for a candidate that has the same values. The chosen applicant will be required to work from our office located in downtown Edmonton.

How to Apply: Please send your resume and cover letter to Marisa Welstead at mwelstead@gold-im.com or through LinkedIn. We thank all applicants in advance; however, only individuals selected for interviews will be contacted.

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More about this job

Responsibilities

Build and maintain client relationships, conduct KYC reviews, support onboarding, and help develop investment plans and suitable portfolio recommendations. Research securities and sectors, assist with portfolio construction, trading, monitoring, performance and risk analysis, reporting, and related projects under senior portfolio managers.

Requirements

Candidates must be immediately registerable as an Associate Advising Representative or Advising Representative; new registrations require either CFA Level I plus 24 months of relevant experience or the CIM designation plus 24 months of relevant experience. A finance-related BCom or MBA, advanced Excel and Bloomberg experience, strong communication and organizational skills, attention to detail, ethical conduct, and a commitment to client service are sought.

Skills

Investment Management
Risk Management
Security Analysis
Client Reviews
Investment Policy Statements
Investment Management Agreements
Portfolio Construction
Portfolio Rebalancing
Trade Execution
Performance Analysis
Financial Research
Advanced Excel
Bloomberg Terminal
Communication
Problem Solving

Visa sponsorship

Not detected in the job text

Hiring contact

Marisa Welstead

Hiring contact email

mwelstead@gold-im.com

Keywords

Portfolio Management
Investment Management
Discretionary Investment Services
Client Service
Know Your Client
Know Your Product
Investment Policy Statement
Investment Management Agreement
Risk Assessment
Investment Committee
Security Research
Sector Research
Investment Philosophy
Tax Efficiency
Trading Costs
Portfolio Construction
Portfolio Rebalancing
Trade Execution
Pre-Trade Analysis
Post-Trade Analysis
Model Portfolios
Performance Metrics
Risk Metrics
Bloomberg Terminal
Advanced Excel
CFA Level I
Canadian Investment Manager
Associate Advising Representative
Advising Representative
Corporate Reorganization

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