Associate Investment Counsellor

Full Time
Location: Calgary AB

Be Boring. . is our investment approach but we are anything but dull. We are a diverse passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however the experience will also be dynamic supportive intellectually stimulating and above allmeaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas diverse opinions and experiences and teamwork are expected and rewarded regardless of title or tenure.

Dedicated to our people we have consistently been recognized as a preferred employer receiving awards such as Canadas Top 100 Employers 2025 Alberta Top Employers 2025 and Canadas Top Small & Medium Employer 2024.

The Opportunity

Mawer Investment Management is currently looking for an exceptional and experienced new member to join our Calgary team and continue to build on our successes in investment counselling with private clients in Canada. Responsible for business development relationship management portfolio oversight and community representation the successful candidate will help grow our private client and family office businesses.

The role of an Associate Investment Counsellor is a training role to become an Investment Counsellor. The role will be mentored by an Investment Counsellor or two who will be the primary contact for helping groom and learn the business. The incumbent will expect to be a selfstarter who has the internal drive to succeed.

This position reports to the Senior Manager of Individual Client Management.

Role Responsibilities

Portfolio Management

• Develop recommend and execute investment strategies to achieve clients investment objectives
• Apply holistic oversight consolidated investment policy design asset allocation and asset location in client portfolios
• Clearly communicate the firms investment strategies to clients including their rationale implications and expected consequences
• Comply with appropriate processes policies and regulations in performing assigned responsibilities
• Assume responsibility for all aspects of client service and reporting including compliance quarterly investment commentary quarterly reporting and client review meetings
• Coordinate all client requests with appropriate areas of the firm

Business Development

• Develop strategic alliances cultivate referrals and build Mawers relationships and presence
• Promote Mawer through active community networking
• A winning and growth mindset

Planning

• Lead with planning conversations with clients and assist them in the with the clients key partners

Desired Qualifications

• 4 years of relevant experience
• CFA designation / CIM designation
• Previous relationship management skills
• Strong values and client centric mindset
• Strong business development background with a growth and winning mindset
• Previous planning experiences with clients
• Strong external network of Centres of Influence
• Strong communication and presentation skills
• Team player with a cando mindset
• Previous portfolio management skills would be an asset
• CFP or PFP would be an asset
• Currently registered as an AR/AAR with the provincial securities commission where operating would be an asset

Why Mawer

• Directly contribute to the firms growth as a global independent investment manager.
• Learn and work within a highperforming team that has consistently delivered exceptional longterm investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued and every voice heard. At Mawer talented team members can progress quickly regardless of tenure or experience.
• Our unique culture which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity putting clients interests first excellence teamwork and longterm thinking) and key behaviours (curiosity candour accountability and appreciation) which are much more than words on a page. They guide the way we operate make decisions and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine inperson and remote work experiences fostering collaboration promoting worklife integration and empowering our team members to thrive in a dynamic interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Unlimited vacation days
• Retirement planning assistance including RSP contributions
• Annual learning stipend
• Parental leave topup
• Significant community investment contribution via our Employee Matching Program

To apply please submit your resume cover letter and application by April 21^st 2025 at: candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

At Mawer we are committed to fostering a culture of diversity and inclusion. We strive to attract hire develop and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decisionmaking across the firm helping to improve investment performance strengthen client partnerships and create more value for all stakeholders: clients employees owners and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance please contact us at .

We believe experience comes in many forms and were committed to adding new perspectives to our team. If your experience is close to what weve outlined we encourage you to apply.

About Mawer

Established in 1974 Mawer Investment Management Ltd. is an independent firm that provides worldclass global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canadas most respected investment management firms and strive to earn such respect by continually delivering longterm investment excellence developing strong client partnerships and living our core values.

No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.