Growing more than wealth.
Kinsted Wealth is rooted in Calgary. Technically we are a discretionary wealth portfolio management firm for high-net-worth private clients, institutions, and foundations. On a functional level, our team actively evaluates and executes the best ideas and practices sourced from our curated set of local and global advisors. Sound interesting? Join us.
Current Opportunities
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.
Department: Sales
Location: Calgary, AB (hybrid)
Reports to: VP, Growth & Strategic Partnerships
Employment type: Full-time
Position Overview
In the role of an Wealth Counsellor, you hold a pivotal position within the Kinsted Wealth Counsellor team. The ideal candidate is well-rounded with strong interpersonal skills, high attention to detail, organized, able to work well within a team, has an entrepreneurial attitude, excellent presentation abilities, and is able to multitask and thrive in a fast-paced and dynamic environment. You will be given a book of clients to manage with mentorship from our senior Wealth Counsellors. An existing book of clients is an asset, but not required.
Key Responsibilities
Portfolio Management and Research
• Conduct portfolio analysis, asset allocation reviews, and manage positions and transitions.
• Execute trades and manage capital gain/loss strategies.
• Provide performance attribution and support general trading operations.
Business Development
• Build strong relationships with referral partners and prospective clients.
• Create client proposals and presentations.
Relationship Management
• Serve as a key support to referral partners and clients in proactive and reactive client service.
• Act as primary relationship manager, handling reviews, proposals, updating asset mixes and documentation.
• Prepare meeting materials and manage KYC/IPS updates and client onboarding data.
• Review ad hoc client reports and quarterly client statements to ensure accuracy.
Success Metrics (KPIs)
Portfolio Management & Research
• Portfolio analyses and asset allocation reviews completed accurately and on schedule for assigned book of clients.
• Trades and capital gain/loss strategies executed correctly and within required timelines.
Business Development
• Growth in book of clients and/or referral partner relationships over time.
• Proposals and presentations delivered that support new business development.
Relationship Management
• Reviews, proposals, and documentation updates completed within agreed service timelines.
• KYC/IPS updates and onboarding data kept current and accurate.
• Quarterly client statements and ad hoc reports reviewed for accuracy with no material errors.
• High responsiveness and client satisfaction, as reflected in feedback from referral partners and clients.
Behaviours, Skills, and Competencies
• 3-5 years of experience in Investment Management or related field.
• Deep understanding of financial markets and investment management.
• Bachelor's degree in business, economics, finance, and/or quantitative analysis is preferred.
• Ability to be registered immediately as an AAR (Associate Advising Representative) with the ASC (CIM or CFA Level 1 completion and 2 years of relevant investment management experience, or previous registration).
To learn more about Kinsted, please visit 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 is committed to an inclusive, equitable workplace where diverse perspectives are valued. We offer competitive rewards designed to support professional growth and well-being. Accommodations are available throughout the recruitment process upon request. Applicant information will be handled in accordance with applicable privacy legislation. This posting does not constitute an offer of employment.
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.
Department: Sales
Location: Calgary, AB (hybrid)
Reports to: VP, Growth & Strategic Partnerships
Employment type: Full-time
Position Overview
In the role of an Wealth Counsellor, you hold a pivotal position within the Kinsted Wealth Counsellor team. The ideal candidate is well-rounded with strong interpersonal skills, high attention to detail, organized, able to work well within a team, has an entrepreneurial attitude, excellent presentation abilities, and is able to multitask and thrive in a fast-paced and dynamic environment. You will be given a book of clients to manage with mentorship from our senior Wealth Counsellors. An existing book of clients is an asset, but not required.
Key Responsibilities
Portfolio Management and Research
• Conduct portfolio analysis, asset allocation reviews, and manage positions and transitions.
• Execute trades and manage capital gain/loss strategies.
• Provide performance attribution and support general trading operations.
Business Development
• Build strong relationships with referral partners and prospective clients.
• Create client proposals and presentations.
Relationship Management
• Serve as a key support to referral partners and clients in proactive and reactive client service.
• Act as primary relationship manager, handling reviews, proposals, updating asset mixes and documentation.
• Prepare meeting materials and manage KYC/IPS updates and client onboarding data.
• Review ad hoc client reports and quarterly client statements to ensure accuracy.
Success Metrics (KPIs)
Portfolio Management & Research
• Portfolio analyses and asset allocation reviews completed accurately and on schedule for assigned book of clients.
• Trades and capital gain/loss strategies executed correctly and within required timelines.
Business Development
• Growth in book of clients and/or referral partner relationships over time.
• Proposals and presentations delivered that support new business development.
Relationship Management
• Reviews, proposals, and documentation updates completed within agreed service timelines.
• KYC/IPS updates and onboarding data kept current and accurate.
• Quarterly client statements and ad hoc reports reviewed for accuracy with no material errors.
• High responsiveness and client satisfaction, as reflected in feedback from referral partners and clients.
Behaviours, Skills, and Competencies
• 3-5 years of experience in Investment Management or related field.
• Deep understanding of financial markets and investment management.
• Bachelor's degree in business, economics, finance, and/or quantitative analysis is preferred.
• Ability to be registered immediately as an AAR (Associate Advising Representative) with the ASC (CIM or CFA Level 1 completion and 2 years of relevant investment management experience, or previous registration).
To learn more about Kinsted, please visit 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 is committed to an inclusive, equitable workplace where diverse perspectives are valued. We offer competitive rewards designed to support professional growth and well-being. Accommodations are available throughout the recruitment process upon request. Applicant information will be handled in accordance with applicable privacy legislation. This posting does not constitute an offer of employment.
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.
Department: Client Service
Location: Calgary, AB (hybrid)
Reports to: Manager, Client Experience
Employment type: Full-time
Position Overview
The Client Service Associate holds a pivotal position within the Kinsted Client Service team, providing the transactional, administrative, and CRM support that keeps client accounts accurate and Wealth Counsellors running smoothly.
The ideal candidate is well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, and the ability to multi-task and thrive in a fast-paced, dynamic environment. Experience in the financial services industry and with investment products is preferred.
Key Responsibilities
Client Transactions & Account Administration
• Make deposits and withdrawals for clients.
• Prepare new account applications and initiate and track transfers.
Data & Reporting
• Produce and reconcile daily reports.
• Maintain and update the client / contact CRM.
Trading & Custodian Liaison
• Liaise with the trading department and custodian (Aviso).
Client & Wealth Counsellor Support
• Respond promptly to client inquiries & requests.
• Prepare client meeting packages for the Wealth Counsellors.
• Coordinate and maintain multiple calendars for Wealth Counsellors.
Operations Support
• Assist with various operations projects as required.
Success Metrics (KPIs)
Reporting & Reconciliation
• Daily reports produced and reconciled accurately and on schedule, with discrepancies flagged the same day they're identified.
Transaction Processing
• Deposits, withdrawals, new account applications, and transfers processed within established service timelines.
• Minimize rework or corrections requested by Compliance and Operations.
Data Integrity
• CRM records kept complete, accurate, and current.
Client Service Support
• Same-day or next-business-day turnaround on client and Wealth Counsellor requests.
• Zero missed follow-ups or outstanding service tasks beyond agreed timelines.
• Meeting packages and calendars prepared accurately and ahead of scheduled meetings.
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.
• Bachelor's degree related to investments, economics, finance, is preferred.
• Canadian Securities Course (CSC), achieved or in progress, is considered an asset.
To learn more about Kinsted, please visit www.kinsted.com 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 is committed to an inclusive, equitable workplace where diverse perspectives are valued. We offer competitive rewards designed to support professional growth and well-being. Accommodations are available throughout the recruitment process upon request. Applicant information will be handled in accordance with applicable privacy legislation. This posting does not constitute an offer of employment.
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.
Department: Compliance
Location: Calgary, AB (hybrid)
Reports to: Chief Compliance Officer
Employment type: Full-time
Position Overview
The Compliance Analyst plays a key role in supporting Kinsted Wealth's regulatory and compliance obligations as a discretionary portfolio manager. In this position, you will help ensure client-facing materials, marketing communications, and account documentation meet applicable regulatory standards, and support the firm's ongoing regulatory filings and examination readiness.
This role is ideal for a detail-oriented professional who enjoys working across teams to translate regulatory requirements into practical, everyday processes.
Key Responsibilities
Regulatory Reviews & Filings
• Conduct compliance reviews of client-facing materials and internal processes
• Support preparation and review of regulatory filings.
Marketing & Advertising Compliance
• Review marketing and advertising materials for compliance with CSA National Instruments, Competition Bureau standards, and privacy legislation.
• Work with the Marketing team to identify and resolve compliance issues before materials are published or distributed.
KYC & Suitability
• Conduct KYC and suitability audits on client accounts.
• Identify and escalate documentation gaps or suitability concerns to the appropriate team.
Regulatory Filings & Exam Support
• Support the CCO in preparing for regulatory filings and examinations.
• Maintain compliance records and documentation in an audit-ready state.
• Support the CCO in conducting internal audits, drafting policies, and creating training for staff.
Success Metrics (KPIs)
Regulatory Reviews & Filings
• Compliance reviews and CSA filings completed accurately and within required timelines.
Marketing & Advertising Compliance
• Marketing materials reviewed and turned around within agreed service timelines, with minimal post-publication corrections.
KYC & Suitability
• KYC/suitability audits completed on schedule, with documentation gaps identified and resolved promptly.
Regulatory Filings & Exam Support
• Compliance records maintained in an audit-ready state at all times.
• No material findings arising from regulatory exams or internal audits tied to areas of this role's responsibility.
Behaviours, Skills, and Competencies
• 2-4 years of experience in a compliance role within a portfolio management firm, investment dealer, or other CIRO-regulated environment.
• Post-secondary education in business, finance, law, or a related field.
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), completed or in progress.
• Familiarity with CSA National Instrument 31-103, and Competition Bureau requirements as they apply to client-facing and marketing materials, and privacy legislation.
• Experience with KYC/suitability reviews and account documentation compliance.
• Strong analytical, written, and verbal communication skills, with the ability to work effectively with Wealth Counsellors, advisors, and senior leadership.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with portfolio management systems (e.g., Dataphile, Harmony) is an asset.
• A recognized compliance certificate or designation is an asset.
To learn more about Kinsted, please visit www.kinsted.com 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 is committed to an inclusive, equitable workplace where diverse perspectives are valued. We offer competitive rewards designed to support professional growth and well-being. Accommodations are available throughout the recruitment process upon request. Applicant information will be handled in accordance with applicable privacy legislation. This posting does not constitute an offer of employment.
Transparency, trust and desire matter
It takes time to assemble the right team
Essentially, we take a long time to get to know people. We are looking to build a team of high-performing individuals who want a career with purpose. Working with us will be dynamic, collaborative, supportive, and above all—driven by core values.
We are an ideas culture
Let's Keep this Simple
Creating a workplace culture doesn’t have to be problematic. Live your core values and be passionate about your commitment to creating a meaningful work environment.
Values worth sharing
We don’t list them, we live them. Our values guide us on how we show up for our clients. They steer our corporate strategy and connect us to our corporate mission.
Connection to Community
Part of bringing your authentic self to work, is bringing your passion for supporting your community to work. Making a difference in our community and supporting local is reflected in our community and client engagement.
Growth
Growth isn't about titles, and it isn't always linear. We support skill development and our employees have the opportunity to take on projects that are meaningful to their career journey.
