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135 Main Street E. PO Box 68 , Listowel, ON N4W 3H2 | +1 519.291.2817 1.877.291.3040 In Focus - Subscribe to Our Quarterly Newsletter
Independent Accountants' Investment Counsel Inc.

 

Thank you for visiting the IAIC Careers page.

 

We are currently recruiting for the following positions within our organization.


 
PORTFOLIO MANAGER - BARRIE, ORILLIA AND GEORGIAN BAY AREA

 

Independent Accountants' Investment Counsel Inc. (IAIC) www.iaic.ca is a discretionary portfolio management company with offices in Waterloo and Listowel, Ontario.  As part of the Independent Accountants’ Financial Group Inc. (IAFG) www.iafgfirms.ca, IAIC is affiliated with the Independent Accountants’ Life Insurance Agency Inc. (IALIA) www.ialia.ca which is a life insurance services company with offices in Waterloo and Listowel, Ontario.

 

Established in 1999, IAIC currently manages more than $2.6 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension plans. IAIC and its affiliated referring CPA firms offer a unique value proposition for the client, carefully integrating investment management with the client’s financial plan and accounting and tax work.  We invite you to visit our website at www.iaic.ca for more information about IAIC.

 

As Portfolio Managers, IAIC manages investment portfolios for families, individuals, private companies, estates and trusts. As a result of ongoing expansion, IAIC is seeking a Portfolio Manager (Advising Representative) for the Barrie, Orillia, Georgian Bay area and surrounding regions.

 

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-based investment philosophy.

 

The Portfolio Manager (Advising Representative) will primarily work at/from a home office.  Post pandemic constraints, there may be some travel on a regular basis to service clients at IAIC’s affiliated referring firms throughout the region. 

 

For further information or to purse this position, please contact Tonya Wilson at [email protected]

 

We are committed to providing a barrier free workplace. If accommodation is required during the selection and/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. 

 


Administrative Assistant 

(Part-time) 

 

Independent Accountants' Investment Counsel Inc. (IAIC) www.iaic.ca is a discretionary portfolio management company with offices in Waterloo and Listowel, Ontario.  As part of the Independent Accountants’ Financial Group Inc. (IAFG) (www.iafgfirms.ca), IAIC is affiliated with the Independent Accountants’ Life Insurance Agency Inc. (IALIA) www.ialia.ca which is a life insurance services company with offices in Waterloo and Listowel, Ontario.

 

Established in 1999, IAIC currently manages more than $2.6 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension plans. IAIC and its affiliated referring CPA firms offer a unique value proposition for the client, carefully integrating investment management with the client’s financial plan and accounting and tax work.  We invite you to visit our website at www.iaic.ca for more information about IAIC.

 

We are currently recruiting for a part-time Administrative Assistant to support the IAIC Client Services Team starting immediately to September 30, 2022. This position has the potential to continue past September 30, 2022 and will have the flexibility of working from home as well as out of the Listowel or Waterloo offices from time to time.

 

Duties and Responsibilities:

 

  • Courteously answering and responding to in-bound phone calls and emails;
  • Assisting team with quarterly statement production;
  • Completing day-to-day scanning and filing of confidential client documents;
  • Reconciling the daily trade ledger;
  • Assisting with various administrative duties (such as data entry and creating letters and spreadsheets); and
  • Supporting team with other projects as needed.

 

The successful candidate will have:

 

  • Post-secondary education or previous office experience;
  • High attention to detail;
  • Ability to work as part of a team and independently;
  • Willingness to learn;
  • Excellent time management and problem-solving skills;
  • Excellent verbal and written communication skills;
  • Proficiency in Microsoft Word, Excel, and Outlook; and
  • Ability to work up to seven hours per day, five days a week.

 

If are you interested in a position with a successful and growing organization, please submit your resume and cover letter in confidence by noon on Wednesday, December 8, 2021 via e-mail to:

 

Ward & Uptigrove Consulting & Human Resources

Attention:  Hanne Nauwelaerts

E-mail: [email protected]

 

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

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 Human Resources Solutions

Quoting: General Submission: IAIC

E-mail:   [email protected]

 

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.