Edmonton, Ab Investment Jobs – 85 Openings This Week

Portfolio Administrator
Raintree Wealth Management —Edmonton, AB
- $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Organizational skills
- Dental care
- Work from home
Quick apply
13h
Associate, Investment Counsellor
CIBC —Edmonton, AB
- Full-time
- Sales
- Master's degree
- In-person
Corporate Finance Associate/Experienced Analyst
KPMG —Edmonton, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Advisor Assistant
Ventum Financial Corp. —Edmonton, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Analyst
CBRE —Edmonton, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Research
Business Development & Partnerships Coordinator
Turnkey Investment Properties —Edmonton, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
Quick apply
Financial Planner Intern
Royal Bank of Canada —Edmonton, AB
- Full-time
- Business development
18h
Financial Planner Investment and Retirement Planning
Royal Bank of Canada —St. Albert, AB
- Full-time
- Computer networking
- Flexible schedule
6d
Finance
Miller Thomson —Edmonton, AB
- Full-time
- Writing skills
- English
- Microsoft Office
- Disability insurance
- Dental care
Co-op, Client Risk Management (8-months)
AIMCo (Alberta Investment Management Corporation) —Edmonton, AB
- Full-time
- Engineering
- Finance
- SQL
12d
Investment Service Coordinator
C.I. Financial Ltd. —Sherwood Park, AB
- Full-time
- Bilingual
- Microsoft Word
- CRM software
- Disability insurance
Quick apply
2d
Team Leader, Investments – Western Canada
iA Groupe financier / iA Financial Group —Edmonton, AB
- From $60,000 a year
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Financial Advisor- IIROC/MFDA
CIBC —Edmonton, AB
- Full-time
Investment Advisor
Ventum Financial Corp. —Edmonton, AB
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply
Manager, IT Client Experience
Miller Thomson —Edmonton, AB
- $108,915–$136,143 a year
- Full-time
- Hospitality
- Management
- Leadership
- Disability insurance
- Dental care
Analyst, Portfolio Management
Canada ICI Capital Corporation —St. Albert, AB
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's
- Disability insurance
- Dental care
Associate (Senior Consultant), M&A Corporate Finance
Deloitte —Edmonton, AB
- $72,000–$108,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
Chief Financial Officer
Peace Hills Insurance —Edmonton, AB
- Management
- Microsoft Office
- Finance
Personal Banking Advisor - Edmonton and Surrounding Areas
ATB Financial —Edmonton, AB
- Evening shift
- Sales
- Finance
- No university degree
Economic Development Specialist (Planner II)
City of Edmonton —Edmonton, AB
- $51.18–$65.31 an hour
- Weekends as needed
- Hybrid work
- Google Suite
- Public speaking
- Business development
13d

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Portfolio Administrator

Raintree Wealth Management
Edmonton, AB

Quick apply

Job details

Permanent | Full-time
$65,000 a year
13 hours ago

Qualifications

Investment
Microsoft Excel
Post-secondary education
Finance
Organizational skills
Financial services
Business
Communication skills

Full job description

About Raintree Wealth Management

Raintree Wealth Management is a growing discretionary portfolio management firm providing globally diversified, actively managed investment solutions for private clients, foundations, and family offices. Our focus on disciplined risk management, global asset allocation, and high-touch client service defines our culture and our standards.

We are seeking a Portfolio Administrator to join the operations and client service team.

*We offer flexible work arrangements, including the possibility of a fully remote setup, depending on the successful candidate’s location.

Role Overview

The Portfolio Administrator supports the firm’s client servicing and operational functions, with a primary focus on client transactions, account onboarding, and administrative execution. This role is ideal for an experienced operations professional looking to grow within a discretionary portfolio management firm.

Key Responsibilities

Client Transactions

Process client deposits, withdrawals, transfers, and account changes
Ensure transaction accuracy and timely execution
Coordinate with custodians and internal teams to resolve transaction-related issues

Client Onboarding

Prepare and process new account documentation
Coordinate onboarding packages, agreements, and regulatory forms
Ensure all documentation meets compliance requirements

Administrative Support

Maintain accurate client records
Support Portfolio Managers and senior administrators with day-to-day requests
Assist with reporting, statement preparation, and client documentation

Qualifications & Experience

Minimum 3 years of experience in investment operations, wealth management administration, or financial services
Experience processing transactions and onboarding accounts
Strong knowledge of Microsoft Excel, including advanced formulas, lookups, pivot tables, and macros, with the ability to analyze large datasets and perform accurate daily reconciliations
Proven attention to detail and organizational skills
Ability to manage multiple priorities in a deadline-driven environment
Professional communication skills

The following will be considered an asset:

Familiarity with discretionary portfolio management platforms
Experience working with Canadian custodians (e.g. Fidelity Clearing Canada)
Post-secondary education in finance, business, or related field

What We Offer

Raintree Wealth Management offers the opportunity to work in a high-caliber, professional environment alongside experienced investment and client service professionals. Our team fosters a supportive, close-knit culture where collaboration, respect, and shared success are valued. We are committed to supporting your growth through meaningful career development opportunities, a competitive total rewards package, and a flexible hybrid work environment that promotes work-life balance.

Job Types: Full-time, Permanent

Pay: $65,000.00 per year

Benefits:

Dental care
Extended health care
Vision care
Work from home

Application question(s):

Are you legally authorized to work in Canada?
Do you have at least 3 years of experience in investment operations, wealth management administration, or financial services?

Work Location: Hybrid remote in Edmonton, AB T5S 1M3

Quick apply

Refine Your Search

investment jobs in edmonton, ab

Portfolio Administrator

Associate, Investment Counsellor

Corporate Finance Associate/Experienced Analyst

Investment Advisor Assistant

Financial Analyst

Business Development & Partnerships Coordinator

Financial Planner Intern

Financial Planner Investment and Retirement Planning

Finance

Co-op, Client Risk Management (8-months)

Investment Service Coordinator

Team Leader, Investments – Western Canada

Financial Advisor- IIROC/MFDA

Investment Advisor

Manager, IT Client Experience

Analyst, Portfolio Management

Associate (Senior Consultant), M&A Corporate Finance

Chief Financial Officer

Personal Banking Advisor - Edmonton and Surrounding Areas

Economic Development Specialist (Planner II)

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