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Career Opportunities

 

PORTFOLIO MANAGERS

(SOUTHWESTERN ONTARIO)

 

Independent Accountant’s Investment Counsel Inc. (IAIC) www.iaic.ca is a discretionary portfolio management company headquartered in Listowel, Ontario with numerous representatives located across the province. 

 

Established in 1999, the firm currently manages $2 billion in private client assets.  As portfolio managers, IAIC manages investment portfolios for families, individuals, private companies, estates and trusts. As a result of ongoing expansion, IAIC is seeking two Portfolio Managers (Advising Representatives) and one Associate Portfolio Manager (Associate Advising Representative) for the Southwest Ontario region.

 

These roles differ from many of today’s investment management roles in that the successful candidates will not only be actively involved with clients, but will also work on securities research and selection. Consistent with its strategy of being responsive to each client’s unique situation and needs, IAIC does not invest client assets in pooled funds but instead creates customized portfolios of individual securities based on its proprietary research.

 

Reporting to the Chief Investment Officer of IAIC, the Portfolio Managers regularly interact with prospective and existing clients. However, unlike many wealth management opportunities, this role will leverage the Portfolio Manager’s knowledge, diligence and wisdom to a greater extent than business development savvy or existing relationships. Well-suited candidates for this position will have more than five years of experience in investment management along with a track record of proven asset management skills with a value- investing philosophy.

 

The Portfolio Managers (Southwestern Ontario) will primarily work from home offices, travelling on a regular basis to service clients at IAIC’s affiliated referring firms throughout the region.  Specific targeted areas include Collingwood/Barrie/Orillia, London and Simcoe. 

 

If are you interested in a challenging position with opportunities to develop your investment career please submit your resume and cover letter in confidence via fax, e-mail or regular mail to:

                                               

Ward & Uptigrove Consulting & Human Resources

Attention:  Tonya Wilson

145 Main St. East, P.O. Box 127

Listowel, Ontario N4W 3H2

Fax:     519-291-1850

E-mail: HRresults@w-u.on.ca

 

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

 

We thank all candidates for their interest; however only those candidates selected for further screening will be contacted.  No phone calls please.

 

 

 

General Interest

 

At IAIC we are always interested in hearing from talented, motivated individuals interested in exploring potential careers at our organization.

 

If you are interested in a challenging, rewarding career with IAIC then submit your résumé and cover letter to:

Ward & Uptigrove Consulting & Human Resources

Attention: Katelyn Mayberry 

Quoting: General Submission

E-mail:    HRresults@w-u.on.ca

 

IAIC is an equal opportunity employer and committed to providing a barrier free workplace. If any accommodation during the recruitment process is required, it will be available upon request. 

 

We appreciate your interest, but we will only contact those who will be interviewed.

 

No phone calls please.

 

 

 

 
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