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Value Partners Investments

Value Partners Investments

www.valuepartnersinvestments.ca

2 Jobs

72 Employees

About the Company

Our mission is to improve the lives of our clients by investing wisely. Over the past 18 years, we have done this for thousands of families across Canada. In doing so, we have grown their collective wealth by over $1.8 billion, but more importantly, we have helped deal with their real goals of retiring comfortably and eliminating the need to worry about money. The most certain way to build wealth is through the ownership of profitable businesses. The most profitable businesses are difficult to live without, difficult to compete with and difficult to replicate. The best businesses strengthen themselves through continued reinvestment and pay their owners a large and growing dividend stream. Everybody at Value Partners invests their own money alongside yours. We can't think of a better way to demonstrate our commitment and conviction. We invest our money alongside yours, safeguard your money, invest your money responsibly, and are transparent and accountable. We do not do anything with your money that we would not do with our own money. At all times you will know what you own and why you own it. Every year, Profit Magazine ranks Canada's 500 Fastest-Growing companies based on five-year revenue growth. Value Partners has made the list for six consecutive years. Since inception, Value Partners has grown the collective wealth of thousands of families across Canada. Value Partners is passionate about supporting the communities in which we live, work and operate. Every year, we donate time and money to a variety of charitable organizations. We help in many ways, be it through supporting community events, coaching kids' teams or building homes. Thank you for considering investing with Value Partners. We look forward to working with you!

Listed Jobs

Company background Company brand
Company Name
Value Partners Investments
Job Title
Marketing Specialist (12-Month Term Position)
Job Description
**Job Title** Marketing Specialist (12‑Month Term Position) **Role Summary** Provide creative and organizational support for marketing initiatives in a financial services environment. Develop content, support events, manage digital channels, and analyze performance to enhance brand visibility and client engagement. **Expectations** - Produce high‑quality marketing collateral (booklets, case studies, presentations, articles, website copy) tailored for high‑net‑worth clients. - Support advisor and client events through invitations, promotional strategies, and event‑materials “Event‑In‑A‑Box” streamlining. - Lead communications for the charitable foundation and manage LinkedIn activity. - Track and report on web, email, and video metrics to optimize campaigns. - Collaborate with internal teams for presentations, internal communications, and special projects. **Key Responsibilities** - Create and edit marketing assets (print & digital) for clients and advisors. - Design, send and track event invitations and promotional materials. - Set up product‑display tables and produce related media at events. - Produce newsletters, articles, presentations and website content for the charitable foundation. - Manage LinkedIn page: content planning, posting, and analytics. - Monitor Google Analytics, LinkedIn Insights, and email‑campaign performance; recommend improvements. - Coordinate with other departments on presentation support, internal communications, and marketing systems updates. - Assist VP Sports & Entertainment with newsletters, website updates, and social media. - Develop custom marketing requests for advisors (videos, invitations, promotions). - Contribute to revamping internal marketing tools and advisor resources. **Required Skills** - Excellent written and verbal communication. - Strong project management and organizational abilities. - Creative content creation with keen eye for design/detail. - Ability to work independently and across teams. - Comfortable juggling multiple priorities and meeting deadlines. - Proficiency in Microsoft Office (Word, PowerPoint, Excel). - Experience with email marketing platforms (e.g., Constant Contact) and analytics tools (Google Analytics, LinkedIn Insights). **Required Education & Certifications** - Bachelor’s degree or diploma in Marketing, Communications, Business, or related field. - 1–3 years of marketing experience, preferably in financial or professional services.
Winnipeg, Canada
On site
Fresher
24-09-2025
Company background Company brand
Company Name
Value Partners Investments
Job Title
Operations Associate
Job Description
**Job Title:** Operations Associate **Role Summary:** Provides high‑level operational support to the investment advisory team, overseeing client and financial account administration, daily reconciliations, data integrity, and reporting. Collaborates with trading, client service, and custodial partners to ensure accurate, efficient execution of operational processes and contributes to continuous‑improvement initiatives. **Expectations:** - Maintain flawless, up‑to‑date client and portfolio records. - Complete daily reconciliations promptly and resolve discrepancies. - Communicate status updates clearly to internal teams and leadership. - Identify and implement process enhancements. - Support special projects and data‑quality initiatives. **Key Responsibilities:** - Administer client and financial account data in portfolio management, CRM, and portal systems; set up new accounts. - Update book values and import daily trade blotters; manage payment schedules for auto‑buys, PACs, and SWPs. - Perform daily custody‑to‑PM system reconciliations (7:00 am‑9:00 am) and verify trade settlements. - Validate custodian pricing against third‑party sources; investigate variances. - Liaise with trading, client service, custodians, and PM software vendor to troubleshoot operational issues. - Document and review existing processes; support continuous‑improvement efforts. - Assist the Director of Operations and leadership on reporting, data‑quality, and special‑project initiatives. - Perform other duties as assigned. **Required Skills:** - Strong attention to detail and commitment to accuracy. - Excellent verbal and written communication for stakeholder interaction. - Client‑service orientation with collaborative relationship‑building. - Advanced organizational abilities; adept at multitasking and meeting competing deadlines. - Analytical, problem‑solving, and decision‑making proficiency. - Flexibility to adapt plans based on emerging needs. - Entrepreneurial mindset with creative, resource‑ful approach. - Technical fluency: high proficiency in Microsoft Office (Outlook, Excel, PowerPoint, Word, Teams); ability to learn new technology quickly. - Working knowledge of Salesforce, portfolio‑management software, and advisor operating systems (preferred). **Required Education & Certifications:** - Undergraduate degree in Commerce, Business Administration, Economics, or a related field. - Willingness to pursue professional qualifications such as the Canadian Securities Course (CSC) or comparable programs. - Relevant experience in investment or financial‑services environment; familiarity with the Canadian securities industry is an asset.
Winnipeg, Canada
On site
08-10-2025