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Added 14 mins ago
BC
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Closed listing

Mandeville Private Client Inc.

Senior Investment Analyst

Burlington, ON, Canada

The base salary range for this position is $67,000 to $84,000. · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: The base salary range for this position is $67,000 to $84,000.
Job type: Full-time
Closing date: Mar 31, 2027
Experience: 3+ years of previous analytical or related experience required.
Posting language: English
Posted: Oct 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

Overview:

We are looking for an experienced Senior Investment Analyst to manage our Product Shelf. This role is part of the Product and Portfolio Management Department, and reports to the Chief Investment Officer. This person will assist senior management in our CIRO-regulated firm with the ongoing monitoring and selection of investment products offered by our Advisors. The Senior Investment Analyst will also be responsible for producing quarterly market commentaries.

Essential Functions:

Develop Policies & Procedures, as well as standards associated with the supervision and maintenance of the firm’s Product Shelf.
Conduct detailed review and analysis of products for consideration by Mandeville’s Product Review Committee.
Collect and analyze company and fund data from a variety of sources (annual reports, press releases, broker reports and other company documents) in order to monitor current holdings and to identify possible new investments for Mandeville’s Separately Managed Accounts programs.
Co-author newsletters, briefs and fund reports, and various other marketing materials.
Assist Advisors through client presentations and other business development activities.
Meet (virtually) with Mandeville Advisors across Canada in order to explain products and train Advisors on product placement in portfolios, ensuring compliance with their “Know Your Product” obligations.
Respond to questions from Advisors regarding investment philosophy and other public information regarding Mandeville Separately Managed Accounts and the Product Shelf.
Work with Compliance to assess the risk and suitability of products, especially with regard to the CIRO Rules and the Client Focused Reforms.
Interact with external and related product suppliers.

Competencies:

Achievement Orientation – A concern for working well or for surpassing a standard of excellence.
Analytical Thinking - Understanding a situation, issue, problem, etc. by breaking it into smaller pieces.
Business Acumen - The ability to understand the business implications of decisions and the ability to strive to improve organizational performance.
Commitment to Continuous Learning - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation.
Expertise - The ability and motivation to expand and use technical knowledge or to distribute work-related knowledge to others.
Information Seeking - Driven by an underlying curiosity and desire to know more about things, people, or issues.
Teamwork and Cooperation -Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively.
Communication- Outstanding written and oral capabilities.

Education:

Bachelor’s Degree/College Diploma in Finance or other relevant field preferred.
CIRO registration desired.
Chartered Financial Analyst / Chartered Investment Manager required.
Relevant CIRO experience required.
Bilingual – not essential but valued.

Work Experience:

3+ years of previous analytical or related experience required.
Review of Offering Documents and risk rating of securities.
Work within a CIRO environment and familiarity with CIRO Compliance requirements.

Reporting to: Chief Investment Officer

Qualified applicants should email resumes along with a cover letter to resumes@mandevilleinc.com. We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.

At Mandeville, we support diversity and equity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, physical or mental disability.

We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.

Your application will be reviewed by a member of the hiring team - AI is rarely used in the screening and assessment of candidates. Every final hiring decision is made by real people who care about finding the best addition to our team.

The base salary range for this position is $67,000 to $84,000. In addition, we provide a discretionary performance bonus, group health benefit plan, RSP matching, 4 weeks’ vacation, Employee Assistance Program, onsite free underground parking as well as social and wellness events.

This role is required to fill an immediate vacancy.

About employer

More about this job

Responsibilities

Manage and supervise the firm's investment Product Shelf, including reviewing and analyzing products, monitoring existing holdings, identifying potential investments, and assessing product risk and suitability with Compliance. Produce market commentaries and other investment materials, support Advisors through training and presentations, and respond to questions about investment products and philosophy.

Requirements

Requires a CFA or CIM designation and relevant experience in a CIRO-regulated environment, including familiarity with CIRO compliance requirements, offering document reviews, and securities risk rating. A finance-related bachelor's degree or college diploma is preferred, CIRO registration is desired, and at least three years of analytical or related experience is required.

Skills

Investment Product Analysis
Product Shelf Management
Investment Research
Risk Assessment
Securities Risk Rating
Offering Document Review
Regulatory Compliance
CIRO Compliance
Portfolio Management
Market Commentary Writing
Financial Analysis
Advisor Training
Client Presentations
Business Development
Written and Oral Communication
Teamwork

Benefits

Discretionary Performance Bonus
Group Health Benefit Plan
RSP Matching
Four Weeks' Vacation
Employee Assistance Program
Free Onsite Underground Parking
Social and Wellness Events

Visa sponsorship

Not detected in the job text

Keywords

Product Shelf
Investment Analysis
Product Review Committee
Separately Managed Accounts
Portfolio Management
Investment Products
Fund Analysis
Company Analysis
Market Commentaries
Offering Documents
Securities Risk Rating
Risk Assessment
Product Suitability
CIRO
CIRO Rules
Client Focused Reforms
Know Your Product
Compliance
CFA
CIM
Advisor Training
Investment Research
Financial Services
Business Development
Investment Philosophy

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Jobs in Canada