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Independent Accountants' Investment Counsel Inc.

 

Thank you for visiting the IAIC Careers page.

 

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


 
PORTFOLIO MANAGER - MIDWESTERN ONTARIO

 

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. (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 $2.5 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 Midwestern Ontario 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 and the Waterloo 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 tonyaw@w-u.on.ca.

 

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. 

 


IT/PROJECT ASSISTANT
 

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. (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 $2.5 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 looking for an energetic, proactive IT/Project Assistant to work collaboratively with our systems implementation project team on a one-year contract. In this role, you will assist in all areas of a systems implementation project and will report to the IT Manager.  You will need to be highly organized, adaptable, and able to prioritize tasks while working independently. This position will be working in our Listowel and/or Waterloo office, with the flexibility of working from home at times.

 

Duties and Responsibilities:

 

  • Work collaboratively with the IT Manager and the Project Team
  • Assist with reconciliation of data between systems
  • Provide project updates verbally and in written form as required
  • Generate reports
  • Complete other administrative tasks as required

 

The successful candidate will have:

 

  • Post-secondary education in business and/or information technology;
  • Exceptional communication and interpersonal skills;
  • Strong attention to detail, mathematically competent and an aptitude for problem-solving;
  • Ability to proactively address potential issues;
  • Excellent computer skills, including experience with Microsoft Office Suite, particularly Microsoft Excel;
  • Collaborative working style and team-player attitude;
  • Positive and encouraging personality;
  • Ability to work independently;
  • Highly motivated with a strong work ethic;
  • Outstanding organizational skills and ability to prioritize tasks; and
  • The ability to thrive in a high-volume, deadline-driven work environment.

 

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 May 21, 2021 via e-mail to:

                                               

Ward & Uptigrove Human Resources Solutions

Attention:  Tonya Wilson

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.

 


CLIENT SERVICES REPRESENTATIVE

(Full-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. (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 $2.5 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 full-time Client Service Representative in our Waterloo or Listowel office with the flexibility of working from home at times.

 

Duties and Responsibilities:

 

  • Being the first point of contact for in-bound calls;
  • Providing direct administrative support to IAIC, including answering phone and email inquiries, setting up new client accounts, coordinating client meetings, communicating and transacting with our Custodians, and other administrative support as required;
  • Communicating with referring offices;
  • Processing client requests and transfers;
  • Interacting with financial institutions with respect to client accounts;
  • Maintaining client information databases; and,
  • Other duties, as assigned.

 

The successful candidate will have:

 

  • Post-secondary education preferably in business, office administration, accounting, or finance;
  • Ability to write and format moderately complex correspondences, including emails and letters;
  • Excellent customer service skills and experience with superior telephone manner and strong interpersonal skills;
  • Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; and,
  • Experience in financial markets and wealth management is an asset.

 

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 Monday

May 17, 2021 via e-mail to:

 

Ward & Uptigrove Consulting & Human Resources

Attention:  Hanne Nauwelaerts

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.

 


CLIENT SERVICES REPRESENTATIVE

(One year contract)

 

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. (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 $2.5 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 Client Service Representative on a one-year contract in our Waterloo or Listowel office with the flexibility of working from home at times.

 

Duties and Responsibilities:

 

  • Being the first point of contact for in-bound calls;
  • Providing direct administrative support to IAIC, including answering phone and email inquiries, setting up new client accounts, coordinating client meetings, communicating and transacting with our Custodians, and other administrative support as required;
  • Communicating with referring offices;
  • Processing client requests and transfers;
  • Interacting with financial institutions with respect to client accounts;
  • Maintaining client information databases; and,
  • Other duties, as assigned.

 

The successful candidate will have:

 

  • Post-secondary education preferably in business, office administration, accounting, or finance;
  • Ability to write and format moderately complex correspondences, including emails and letters;
  • Excellent customer service skills and experience with superior telephone manner and strong interpersonal skills;
  • Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; and,
  • Experience in financial markets and wealth management is an asset.

 

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 Monday May 17, 2021 via e-mail to:

 

Ward & Uptigrove Consulting & Human Resources

Attention:  Hanne Nauwelaerts

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 Human Resources Solutions

Quoting: General Submission: IAIC

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.