Teams at AGF Investments

The Custody Specialist is responsible for daily trade settlements, reconciliations, records maintenance, issue resolution, and report preparation in the investment operations team.

Reviews and approves global investment-management marketing and sales communications for regulatory compliance, including websites, presentations, videos, podcasts, social media, RFPs, and questionnaires. The role also reviews email communications, prepares monitoring reports and escalations, maintains compliance records, updates procedures, and supports special projects. Candidates should understand capital markets, asset management, and Canadian securities regulations, with strong analytical, communication, organizational, and prioritization skills.

Support and administer marketing technology platforms, build and deploy marketing automation workflows and email campaigns, manage audience segmentation and reporting, provide user support and training, troubleshoot platform issues, document processes, and help optimize marketing operations and integrations across teams and vendors.