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Added 7 mins ago
SC
Sales Associate Endy & Casper (Halifax) Full-Time Permanent
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Added 22 mins ago
UO
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…growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary…
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Letko, Brosseau & Associates

Associate, Investment Services

Toronto, ON, M5J 2J4, Canada

Full-time

Apply on lba.bamboohr.com About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 10, 2026

Original job description

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.

Our Investment Services team is responsible for all aspects of the firm’s interaction with our customers. This includes communicating our investment views, as well as processing clients’ instructions and responding to their various requests for information. The team is also in charge of developing relationships with prospective investors.

We are seeking a highly professional individual to assist our Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their accounts.

As an integral member of the team, the Associate will also actively participate in various initiatives aimed at continuously improving customer satisfaction and engagement.

Main responsibilities:

Coordinate the Investment Counsellors’ meetings with existing or prospective clients and prepare all required presentation material in a timely manner.
Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:
- Instructions for contributions, withdrawals, or transfers
- Requests for statements or portfolio reports
- Tax-related questions
- Requests for new account openings
- General questions about the firm and our services
Complete account opening documentation and efficiently manage the client onboarding process.
Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
Regularly liaise with custody companies and with other departments of the firm such as accounting, trading or compliance with regards to various client matters.
Assist with various business development and marketing efforts, such as proactive prospect outreach support, database management, analytics tracking and client events.
Establish a strong collaborative relationship with peers by proactively seeking and sharing useful information.
Perform various day-to-day administrative and office management tasks (e.g. greet clients and other visitors, order office and stationary supplies, manage incoming and outgoing mail, interact with our IT department to troubleshoot issues, make catering arrangements when required, etc.)
Familiarize yourself with Letko Brosseau’s investment approach and stay abreast of the firm’s strategy.

Required profile:

College diploma or bachelor’s degree, ideally in business administration or a related field
Completion of the Canadian Securities Course (CSC®), an asset
Minimum of five years of experience working in the financial services industry
Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases

Ideal candidate qualifications:

Strong focus on customer service excellence
Good communication and interpersonal skills
Excellent organization, multitasking and priority management skills
Resourcefulness, problem-solving skills and ability to work autonomously
High attention to detail
Team spirit and ability to thrive in a collaborative work environment

Salary and benefits:

Attractive and competitive base salary, plus annual bonus;
Hybrid work model (office and home);
Access to medical, dental, and life insurance coverage, as well as short- and long-term disability insurance, from day one;
Employer contribution to a deferred profit sharing plan (DPSP)

Our mission is to provide a supportive and inclusive environment where everyone can maximize their full potential.

We thank all candidates for applying, however, only those selected for an interview will be contacted.

Apply on lba.bamboohr.com About employer

More about this job

Responsibilities

The Associate will serve as the primary point of contact for private and institutional clients, managing account administration and onboarding processes. They will also support Investment Counsellors by preparing presentation materials and assisting with business development and marketing initiatives.

Requirements

Candidates must possess a college diploma or bachelor's degree and a minimum of five years of experience in the financial services industry. Proficiency in Microsoft Office and strong organizational and communication skills are essential for this role.

Skills

Customer service
Communication
Interpersonal skills
Organization
Multitasking
Priority management
Problem-solving
Microsoft Office
Portfolio management systems
Administrative support
Business development
Data management
Analytics tracking
Regulatory compliance

Benefits

Medical insurance
Dental insurance
Life insurance
Short-term disability insurance
Long-term disability insurance
Deferred profit sharing plan
Annual bonus

Visa sponsorship

Not detected in the job text

Keywords

Investment Services
Financial Services
Client Relations
Account Management
Onboarding
Compliance
Portfolio Management
CRM
Business Administration
Canadian Securities Course
CSC
Investment Management
Administrative Support
Marketing Support
Database Management
Analytics
Reporting
Tax-related inquiries
Institutional Clients
Private Clients

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Work requirements

Jobs in Canada