Growing more than wealth.

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

In the role of a Client Service Associate, you hold a pivotal position within the Kinsted Client Service team. The ideal candidate will be well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, organized, ability to work well within a team, able to learn new computer programs quickly, have a solid understanding of the Microsoft Office products and be able to multi-task and thrive in a fast-paced and dynamic environment. Experience in the financial services industry and with investment products is preferred.

Key Activities

•         Produce and reconcile daily reports.

•         Make deposits and withdrawals for clients.

•         Maintain and update the client / contact CRM.

•         Liaise with the trading department and custodian (Aviso).

•         Prepare new account applications and initiate and track transfers.

•         Respond promptly to client inquiries & requests.

•         Prepare client meeting packages for the Wealth Counsellors.

•         Coordinate and maintain multiple calendars for Wealth Counsellors.

•         Assist with various operations projects as required.

Behaviours, Skills, and Competencies

•         5+ years of client service experience in Investment Management or related field.

•         Strong working knowledge of Microsoft Office 365

•         Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required.

•         Attention to detail with the ability to prioritize incoming tasks.

•         Strong teamwork-based approach and a passion for client service.

•         Proactive approach to client service and communication.

•         Bachelors degree related to investments, economics, finance, is preferred.

•         Canadian Securities Course (CSC), achieved or in progress, is considered an asset.

Applications: To learn more or apply for this role, please send a resumé by email to Sarah Ince at careers@kinsted.com. The posting will be open until a suitable candidate is found.  Only successful candidates will be contacted.

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

Kinsted Wealth is seeking a dynamic and detail-oriented Marketing Coordinator to join our team. As part of the Marketing Department, this role plays a key part in supporting the firm’s brand presence, client communications, and marketing initiatives. The ideal candidate is a creative and organized individual with a passion for marketing, strong communication skills, and a desire to contribute to a collaborative and client-focused environment.

Reporting to the Director of Marketing and Human Resources, the Marketing Coordinator will be responsible for executing a variety of marketing activities that support client engagement, lead generation, and brand consistency. This includes managing digital content, coordinating events and campaigns, and maintaining internal and external marketing materials.

Key Activities

• Email broadcasts to clients and external networks.

• Website and social media management.

• Maintain internal collateral and branding standards.

• Writing of external email communications, presentations and other written materials (in alignment with brand standards), and collateral while maintaining the intranet database.

• Coordination of content creation and posting schedules on social media platforms.

• Work alongside the Director of Marketing and Human Resources to deliver lead generation and client campaigns/events in alignment with the marketing calendar.

• Webinar and general event contact management; contact follow-up and contact list maintenance.

• Actively seek out marketing opportunities within the marketplace.

• Maintain external product and promotional relationships.

• Maintain the inventory and distribution of internal and external branded merchandise.

Behaviours, Skills, and Competencies

• Post-Secondary Education in Business, Marketing or Communications.

• 1-2 years of experience working within a marketing coordinator position, with a focus in Financial Services or Investment Management

• Experience with Content Management Systems (CMS) and email automation platforms (eg. Constant Contact).

• Experience with Adobe Creative Cloud (InDesign & Illustrator) is a strong asset.

• Experience with website management (eg. Prismic), and social media platforms (eg. LinkedIn).

• Excellent communications skills; both written and verbal.

• Excellent organizational, project management and multi-tasking skills.

• Experience with marketing software (eg. Canva, Zoom Webinars, PowerPoint).

• Strong attention to detail and creativity.

• Experience with Microsoft Office Software (Excel, Word, Outlook, OneDrive)

Applications: To learn more or apply for this role, please send a resumé by email to at careers@kinsted.com. The posting will be open until a suitable candidate is found. Only successful candidates will be contacted.