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Canada Life
The Investment Associate supports high-net-worth clients by assisting Investment Counsellors with client meetings, portfolio analysis, and investment recommendations. This role involves preparing materials, conducting research, and collaborating with various teams to deliver a high-quality advisory experience. It provides foundational training for progression into an Investment Counsellor role.
We’ve been supporting the financial, physical and mental wellbeing of Canadians for 175 years.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Canada Life.
19% below the average for this role