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Burkett Asset Management Limited logo

Junior Trader

Victoria, British Columbia
CA$60,000 - CA$80,000/annual
JobCard.seniorityLevels.junior
JobCard.employmentTypes.full_time

Top Benefits

Competitive salary and incentive plan
RRSP matching contributions
Comprehensive health and dental coverage

About the role

Location:

Burkett Asset Management Limited

Suite 222, 3561 Shelbourne Street

Victoria, BC, V8P 4G8

Canada

Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing $500 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Saskatchewan, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Job Overview

Burkett Asset Management is seeking a Junior Trader to join its growing investment team. In this role, you will be a member of a collaborative team requiring exceptional analytical skills, proficiency with technology and leadership experience.

The Junior Trader will support the day-to-day management of client portfolios, trading, and operations. This is a role designed for individuals who are detail-oriented, analytically sharp, and committed to delivering exceptional service.

Key Responsibilities

· Support core trade activities and account rebalancing, ensuring alignment with the firm’s investment strategy

· Interpret and execute trade instructions from Portfolio Managers and Investment Counsellors

· Order entry for global equity and fixed income securities

· Ensure all activities, trading and analytical are completed within company and regulatory policy

· Support the Portfolio Manager in addressing client needs, analyzing securities, and managing portfolio risk

· Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits.

· Troubleshoot and resolve custodial and trading queries

· Leverage Broker-Dealer and/or Investment Management operations expertise to support the rapid growth of Burkett Asset Management. Experience with portfolio management systems is an asset.

· You should understand financial markets, asset management and complex investment strategies. Assist with development, review, and maintenance of processes and procedures on the platforms.

· Manage and participate in ad-hoc projects as needed.

Job Requirements

A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:

· Undergraduate degree or relevant work experience in finance, or related fields.

· Strong skills working with business applications/technology, including Microsoft Office Suite, Bloomberg EMSX, and order/execution management tools.

· Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and/or Trader Training Course (TTC).

· Demonstrated problem-solving skills.

· Strong written and verbal communication skills.

Job Type & Location

· Full-time (Monday to Friday), on-site.

· Victoria, BC: reliably commute or plan to relocate before starting work (required).

Benefits

· Competitive salary: $60,000-$80,000, plus incentive plan

· Professional development

· RRSP matching

· Company social events and close-knit office culture

· Comprehensive health and dental benefits

· Meal allowance for extended working hours

· On-site parking

· Paid time off, including flexibility on Fridays during the summer

· Opportunity to be a member of a growing, entrepreneurial firm with long-term career potential

· A collaborative and flexible work environment that values both professional excellence and quality of life

· Opportunity for eventual equity ownership for long-time team members

We thank all applicants; however, only those selected for further consideration will be contacted.

About Burkett Asset Management Limited

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A firm founded on an integrated approach to wealth management.

Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing institutional and private client assets across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Manitoba and Ontario Securities Commissions.

Our category of registration commands that we act solely in our clients’ best interests as legal fiduciaries and is a point of pride and professional ethics as we go about our work. While our heritage as tax advisors gives us unique perspective on how to treat our clients, how to think long-term, and how to manage investments in a way that is both conservative and wealth-creating.

Starting in the early 2000s as tax and business advisers, we observed the wide disparity in the quality of investment advice and products their clients are offered from other providers, with many of these services and strategies failing to create meaningful wealth for clients.

Providing a value-first approach to wealth management has helped us accumulated more than $100 million client assets in just 2 two years since registration. Burkett Asset Management has continued to attract clients seeking a conservative philosophy, consistently applied process and an integrated service approach.

Contact us to learn more about how Burkett can change your opinion about wealth management.