Private Wealth Associate

TL;DR

Private Wealth Associate (Finance): Providing comprehensive support to Relationship Managers and high-net-worth clients with an accent on portfolio administration, financial planning, and client relationship management. Focus on delivering white-glove service, ensuring operational excellence, and facilitating seamless client onboarding and investment coordination.

Location: Must have current work authorization for Canada. Role is hybrid with offices in Toronto and Mississauga.

Salary: $68,000–$79,000 CAD (base salary plus target bonus).

Company

A leading global financial services firm dedicated to helping Canadian investors build better financial futures through trusted investment portfolios and wealth management services.

What you will do

• Serve as the primary point of contact for high-net-worth clients regarding account inquiries and service requests.
• Assist Relationship Managers in preparing customized financial presentations and investment proposals.
• Facilitate client onboarding, account opening, and maintenance while ensuring regulatory compliance.
• Support portfolio management activities including account monitoring, rebalancing, and performance reporting.
• Collaborate with internal teams such as Compliance, Risk, and Tax and Estate planning to resolve client issues.
• Support business development efforts through prospecting, networking, and client engagement strategies.

Requirements

• Current work authorization for Canada is required.
• University Degree in Finance, Economics, Business Administration, or related field.
• 2+ years of experience in wealth management, private banking, or investment operations.
• Proficiency with MS Suite, CRM systems, and portfolio management platforms.
• Strong understanding of investment products, financial markets, and wealth planning concepts.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.

Nice to have

• Experience working with high-net-worth or ultra-high-net-worth clients.
• CFA, CFP, CIM, or progress towards an industry designation.

Culture & Benefits

• Flexible working arrangements including remote, hybrid, and in-office options.
• Comprehensive health benefits starting on day one with 100% employer-paid premiums.
• Company-funded RRSP contribution after 6 months with no employee matching required.
• Parental leave top-up to 100% of salary for 25 weeks.
• Generous time off policy including 2 paid volunteer days annually.
• Extensive professional development support including tuition reimbursement and training access.