Nova Scotia Investment associate Jobs – 128 Openings This Week

Portfolio Associate
Owens MacFadyen Group —Halifax, NS
- From $60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Finance
- Wellness program
- Disability insurance
Quick apply
12d
Wealth Associate
National Bank of Canada —Halifax, NS
- Full-time
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
17h
Retail Warehouse & Production Associate - Full Time
Savers/Value Village —Bridgewater, NS
- $16.50–$21.74 an hour
- Part-time
- Warehouse experience
- Paid time off
Quick apply
Administrative Assistant
Matthews McDonough Financial Planning —Halifax, NS
- $40,000–$65,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Administrative experience
- Paid time off
Quick apply
18h
Associate Investment Advisor
TD Bank —Bridgewater, NS
- Full-time
- Bachelor's
- Communication skills
- Paid time off
Associate, Permits
Nova Scotia Power —Halifax, NS
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Employee assistance program
14d
Yard Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Heavy lifting
- Customer service
- Forklift
Financial Services Associate
East Coast Credit Union Ltd. —St. Peters, NS
- $52,132.28–$61,332.67 a year
- Sales
- Finance
- Business
- Dental care
- Tuition reimbursement
Hardware/Tools Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Sales
- Customer service
- High school diploma or GED
Senior Associate, Nexus, Global AML Team
MUFG Investor Services —Halifax, NS
- Full-time
- Bachelor's
- Financial services
- Business
Quick apply
Project Sales Associate
Kent Building Supplies —Halifax, NS
- Full-time
- Bilingual
- Sales
- Customer service
Gatehouse Associate
Kent Building Supplies —Halifax, NS
- Part-time
- Heavy lifting
- Computer skills
- AI
LBM Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Heavy lifting
- Sales
- Customer service
Appliance Sales Associate
Kent Building Supplies —New Minas, NS
- Part-time
- Sales
- Customer service
- AI
Plumbing Associate
Kent Building Supplies —Dartmouth, NS
- Part-time
- Sales
- Customer service
- High school diploma or GED
Senior Associate, Nexus, Investor Delivery - Private Equity
MUFG Investor Services —Halifax, NS
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
Merchandising Associate
Kent Building Supplies —Antigonish, NS
- Full-time
- Carpentry
- Sales
- Merchandising
Senior Associate - Fund Accounting
TMF Group —Halifax, NS
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- In-person
Customer Experience Associate - Quinpool
TD Bank —Halifax, NS
- $22.00–$27.21 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
4d

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Portfolio Associate

Owens MacFadyen Group
Halifax, NS

Quick apply

Job details

Full-time
From $60,000 a year
12 days ago

Qualifications

Microsoft Word
Investment
Microsoft Excel
Post-secondary education
Finance
Business
Communication skills

Full job description

Role Summary

The Portfolio Associate supports Portfolio Managers in the execution, monitoring, and administration of client portfolios, with a particular focus on supporting the firm’s growing Managed Accounts program. This role works closely with Portfolio Managers, Program Supervisors, and the broader Investment Team.

The Portfolio Associate serves as a key operational and analytical bridge between investment strategy and client implementation, ensuring portfolios are maintained accurately, efficiently, and in alignment with client objectives, internal policies, and regulatory requirements.

Key Responsibilities

Managed Accounts & Portfolio Support

o Support onboarding of new clients into the Managed Accounts program, ensuring all documentation and system setup is completed accurately and on time

o Support Portfolio Managers and Program Supervisors with portfolio implementation, rebalancing, and ongoing monitoring

o Assist with trade execution support, cash management, and reconciliation processes

o Monitor client portfolios for drift, concentration, liquidity, and suitability considerations, escalating issues as required

Reporting, Systems & Compliance

o Generate, review, and manage client quarterly portfolio reports

o Support the ongoing administration and effective use of the d1g1t portfolio management system

o Manage compliance and program management systems in line with established policies and procedures

o Maintain accurate portfolio records, documentation, and workflow tracking within portfolio management systems

Operational & Administrative Support

o Perform daily, weekly, and monthly investment operations activities in accordance with internal policies and procedures

o Schedule investment team meetings and prepare agendas, notes, and meeting minutes to meet internal governance requirements

o Maintain the Alternative Investments documentation and paperwork library

o Maintain and update investment tools used by the firm

Projects & Team Collaboration

o Coordinate with internal teams including Advisors, Operations, and Compliance to ensure seamless client service

o Provide project support for investment team initiatives and process improvements

o Support ad hoc projects and tasks as required by the Investment Team

Skills & Attributes

o Strong organizational and time‑management skills with excellent attention to detail

o High performer who takes ownership of outcomes and follows through on commitments

o Ability to manage multiple priorities in a deadline‑driven environment

o Strong interpersonal and communication skills

o Team‑oriented, service‑focused, and adaptable

o High integrity and professionalism when handling confidential or sensitive information

o Ability to recognize priorities, deadlines, and maintain a strong sense of urgency

o Desire to learn, grow, and expand capabilities and responsibilities over time

Education & Experience

o Post‑secondary degree or diploma in Finance, Business, or a related discipline, or an acceptable combination of education and up to three years of relevant work experience

o 1–3 years of experience in investments, wealth management, portfolio administration, or a related field

o Strong proficiency in Microsoft Excel and Word; experience with portfolio management or reporting systems is an asset

o Progress toward CFA, CIM®, or a similar professional designation considered an asset

Pay: From $60,000.00 per year

Benefits:

Dental care
Disability insurance
Employee assistance program
Life insurance
RRSP match
Vision care
Wellness program

Work Location: In person

Quick apply

Refine Your Search

investment associate jobs in nova scotia

Portfolio Associate

Wealth Associate

Retail Warehouse & Production Associate - Full Time

Administrative Assistant

Associate Investment Advisor

Associate, Permits

Yard Associate

Financial Services Associate

Hardware/Tools Associate

Senior Associate, Nexus, Global AML Team

Project Sales Associate

Gatehouse Associate

LBM Associate

Appliance Sales Associate

Plumbing Associate

Senior Associate, Nexus, Investor Delivery - Private Equity

Merchandising Associate

Senior Associate - Fund Accounting

Client Associate, Wood Gundy

Customer Experience Associate - Quinpool

I want to receive the latest job alerts for investment associate in nova scotia

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