Client-Focused Associate in Private Wealth Management Team

Drive impactful client service as a Private Wealth Associate. Enhance portfolio management and support business development efforts in a hybrid workspace dedicated to excellence.

Under the guidance of a Senior Investment Counsellor, you will be responsible for delivering high-quality service to private wealth clients. This position focuses on relationship building, maintaining account records, and providing comprehensive support for portfolio transactions. You’ll ensure all client communications reflect top-notch quality and meet required timelines, fostering a collaborative team atmosphere.

Key Responsibilities:
• Cultivate trusted relationships with clients
• Facilitate new client onboarding and maintain existing accounts
• Execute portfolio transactions as instructed by the Investment Counsellor
• Prepare and review high-quality reports for clients
• Provide administrative support and record-keeping in CRM

Requirem...