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 Update
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 

 

Independent Accountants' Investment Counsel Inc. (IAIC) www.iaic.ca is a discretionary portfolio management company with offices in Waterloo and Listowel, Ontario and staff working remotely across 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.

 

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).

 

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 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 pursue this position, please contact [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. 

 


 
CLIENT SERVICES REPRESENTATIVE

 

 

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. 

 

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 full-time Client Services 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 inbound 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, and 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.

 

Why work for us?

 

  • Full-time opportunity
  • Competitive wage
  • Employee and Family Assistance Program
  • Competitive Benefit Offering
  • Rewarding career with a growing organization
  • Great company culture
  • Flexibility of working from home at times

 

If you are interested in a position with a successful and growing organization, please submit your resume to [email protected] 

 

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. 

 


 
Administrative 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. (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. 

 

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 May 1, 2023. This position has the potential to continue past May 1, 2023, and will work out of our Waterloo or Listowel Office with the flexibility of working from home at times.

 

Duties and Responsibilities:

 

  • Courteously answering and responding to inbound 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 the 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.

 

Why work for us?

 

  • Part-time opportunity
  • Competitive wage
  • Rewarding career with a growing organization
  • Great company culture
  • Flexibility of working from home at times

 

If are you interested in a position with a successful and growing organization, please submit your resume to [email protected]

 

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. 

 


 
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 [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.