Job Description

Are you someone who is process-driven, enjoys working within established guidelines and ensuring investment portfolios and operations run smoothly? Do you love working with numbers? If so, we'd love to hear from you. Christianson Financial Limited is looking for an

Investment Ops & Portfolio Analyst

with experience in portfolio operations, investment analysis, and client account servicing to join our Halifax-based wealth management team.

Who We Are

Christianson Financial Limited

?is a dynamic, fast-growing wealth management firm dedicated to empowering clients with advanced financial planning and investment management solutions. Our team is passionate about building trusted relationships, providing innovative strategies, and supporting clients in reaching their financial goals. As we continue to expand, we are looking for an enthusiastic, detail-oriented professional to join our collaborative, client-focused team.

About this Role

We are seeking an

Investment Ops & Portfolio Analyst

? to support our clients' investment journeys. Success in this role requires a process-driven mindset and a commitment to accuracy. This is a non-sales role, ideal for candidates who are organized, proactive, and thrive in a supportive, team-oriented environment. You will play a key role in portfolio management, client account management, trading, and operational support, working closely with both our advisors and clients.

This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office.

Key Responsibilities

Operational & Client Support

Manage client investment accounts:

Prepare client files for advisor meetings and assist with complex transactions and high-priority requests.

Execute trades and process transactions

efficiently.

Maintain accurate records

of trades, holdings, and fund documentation.

Review client reports and monitor transaction processing

to ensure recurring activities are completed accurately and on schedule. Provide operational and creative support to the Client Operations Leader and Financial Advisor Team, ensuring confidentiality and timely handling of client service requests.
Investment & Portfolio Management

Monitor, analyze, and report

on fund and portfolio performance, focused on alignment with client risk-return objectives.

Support portfolio construction, maintenance, and rebalancing

to optimize asset allocation.

Conduct investment research and analyze market conditions

to help inform team decision-making and identify risks. Ensure compliance with regulatory standards and internal policies.

Qualifications

Minimum 2 years' experience in investment operations and/or wealth management sector required. CIM or Portfolio Manager designation, or actively working towards their designation, is required. CIRO (Canadian Investment Regulatory Organization) license, or a willingness to obtain one, is required. Experience in securities management an asset. Portfolio analyst experience is an asset. Proficiency with securities trading platforms, MS Office, and CRM software is an asset. Strong financial acumen and ability to execute complex transactions. Organized and adaptable team player with strong multitasking skills, a positive attitude, and a willingness to learn in a fast-paced environment.

Additional Requirements

Must like dogs!

What We Offer

Competitive salary starting at $55,000 (final salary based on qualifications) Comprehensive benefits package including Life, AD&D, Long Term Disability, and Extended Health Care Free onsite parking Free coffee and tea available in our office kitchen Supportive, inclusive, and fun work culture Opportunities for professional development and career growth
To apply, please send your resume and cover letter to ?

applications@christiansonfinancial.ca

with the subject line:

'Your Next Investment Ops & Portfolio Analyst'.

Job Types: Full-time, Permanent

Pay: $55,000.00-$75,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance On-site parking Paid time off Vision care
Application question(s):

Holds or willing to obtain CIRO Securities Licence
Location:

Halifax, NS B3M 2K5 (required)
Work Location: In person

Expected start date: 2025-08-05