Associate

About Us

First Avenue Investment Counsel Inc. (“First Avenue”) is a Canadian firm specializing in investment management and multi-family office services. Our pension-style investment approach, inclusive of equities, fixed income, and exclusive alternatives, assists clients in achieving their unique financial goals. As trusted partners, invested alongside our clients, we align our clients' financial success with their values and long-term aspirations. Committed to excellence and a personalized approach, we guide clients with clarity and confidence through their wealth planning journey. We cultivate a collaborative environment where employees are empowered to pursue their ambitions and positively impact the communities we serve.

Our Core Values

• Pursuit of Excellence: We attract and retain talent that strives for greatness in their personal lives, professional careers, and communities.
• Integrity: Our unwavering commitment to ethical conduct and transparency builds trust, fosters long-term relationships, and enables us to lead with purpose.
• Humility: We cultivate an inclusive culture, embracing continuous learning and collaborative idea generation for growth and advancement.
• Community: We are building a legacy that extends beyond financial wealth through commitment to our people, clients, and communities.
• Partnership: Our capital is invested alongside our clients. We are Advisors. Investors. Partners.

About the Opportunity

We are seeking a financial services professional with a strong background in client service to join our Private Client Group as an Associate. In this role, you will work closely with a team of Portfolio Managers to deliver a seamless, high-quality client experience while supporting the growth of our assets under management. Your responsibilities will include preparing and executing trade recommendations, coordinating and overseeing portfolio compliance, providing administrative support, and managing all aspects of the client experience to ensure it is warm, professional, and consistent.

The ideal candidate is client-focused, approachable, highly organized, process-driven, and meticulous in their attention to detail.

This is an in-office role, at our Ottawa location.

The Role

Primary responsibilities include, but are not limited to:

Client Relationship Management & Service

• Serve as a trusted point of contact for clients, managing day-to-day inquiries and ensuring a consistently exceptional experience.
• Prepare for client meetings by assembling portfolio review packages, performance reports, and other relevant materials.
• Proactively follow up on service requests and action items to maintain strong client relationships.
• Maintain accurate, up-to-date, and compliant client records in accordance with firm and regulatory standards.

Investment & Financial Planning Support

• Execute trades on behalf of the Portfolio Manager with precision and timeliness across multiple account types.
• Conduct investment research and analysis to support portfolio construction and rebalancing decisions.
• Gather and organize data to develop and maintain client financial plans, models, and projections.
• Prepare and process account openings, transfers, and other related administrative transactions.

Business Development & Team Support

• Identify opportunities to deepen existing client relationships and assist with prospecting new clients.
• Manage the service delivery calendar for client-facing meetings, ensuring all materials are prepared in advance.
• Provide additional administrative support as required to ensure the efficient operation of the practice.

Qualifications

• Minimum of 3 years’ experience in the professional services industry, preferably in a client-facing or support role.
• Exceptional organizational skills with an unwavering attention to detail and accuracy.
• Proficiency with financial software and tools, including Microsoft Office Suite (particularly Excel); experience with Dataphile and Croesus is considered an asset.
• Strong communication and interpersonal abilities, with the capacity to build rapport and trust with clients.
• Proven ability to work independently and collaboratively in a fast-paced environment.
• Demonstrated professionalism, integrity, and adherence to high ethical standards.
• Bachelor’s degree or college diploma in business, finance, economics, or a related field preferred.
• Canadian Securities Course (CSC) an asset.
• Conduct and Practices Handbook (CPH) course is an asset.
• Wealth Management Essentials (WME) course is an asset.

What can you expect from us?

People are a fundamental pillar at First Avenue. We enjoy working hard and supporting each other in the pursuit of excellence in all facets of our life. We feature a competitive compensation program including a benefits package with extensive coverage and access to a continuous education platform. You will be working in a modern office fully equipped with the best-in-class tools and hosting some of the most affluent individuals and families in Canada.

Accessibility and Diversity

At First Avenue, we value individuals that contribute to our organization from all walks of life. Our teams bring their authentic selves to continuously innovate, improve, and deliver success in everything we do.

We are focused on building a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact us.

If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to submit a cover letter outlining why you would be a successful candidate and our team will review your application with your profile in mind.

Apply Now

The deadline to apply via LinkedIn is August 29, 2025.

You can visit us at www.firstavenuecounsel.com and follow us on LinkedIn to learn more about who we are and what a career at First Avenue can look like for you.

We thank all applicants for their interest. Only those selected for further consideration will be contacted.