Private Client Group
2 weeks ago
Overview
The Private Client Group Intern will work with Associates and Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Intern will assist the team on administrative matters in relation to clients and will be responsible for providing timely and high-quality service. They will be exposed to a fast-paced environment within the duration of their 4-month internship, allowing themselves to immerse themselves into the role.
Key Responsibilities
- This individual will work with internal and external community partners and serve as a catalyst for conversations with Indigenous people, communities and organizations
- Onboard new accounts and ensure that all mandatory documentation is organized and complete
- Support in the maintenance of client documentation to comply with regulatory requirements and internal compliance procedures
- Maintain account-related information in the CRM database
- Reconcile cash balances and asset positions with custodial records
- Respond to inquiries from clients, custodians, and coworkers in a timely and professional manner
- Assist in production of periodic (monthly/quarterly) and ad hoc client reports, presentations, and projects
- Provide support for other team members
- Perform related duties as assigned
Requirements
- The ideal candidate will be currently in 3rd year university, going into their 4th year
- Pursuing a university degree in Finance, Business, Economics, or related field
- Interest in pursuing your CFA designation
- Excellent verbal and written communication skills
- Proficiency with Microsoft Excel, PowerPoint, and Outlook
- Knowledge of SS&C Pacer program is an asset
- High data input accuracy and exceptional attention to detail
- Ability to prioritize tasks and work well under pressure to meet tight deadlines
- Strong personal initiative combined with excellent analytical and problem-solving skills
- Team player with a positive attitude
This posting is for a current vacancy in our Private Client Group. To apply, send your resume to careers@beutelgoodman.com.
If you require any accommodation during the recruitment process, please email us at hr@beutelgoodman.com. A member of our HR team will reach out to you.
-
Private Client Group
2 weeks ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Private Client Group Intern will work with Associates and Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Intern will assist the team on administrative matters in relation to clients and will be responsible for providing timely and high-quality service. They will be exposed to...
-
Private Client Group
2 days ago
Toronto, Ontario, Canada Beutel Goodman & Company Ltd. Full timeOverview The Private Client Group Intern will work with Associates and Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Intern will assist the team on administrative matters in relation to clients and will be responsible for providing timely and high-quality service. They will be exposed to...
-
Private Client Group Associate
4 weeks ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service.Key Responsibilities- Onboard new accounts and ensure that all...
-
Private Client Group Associate
4 weeks ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service. Key Responsibilities Onboard new accounts and ensure that all...
-
Private Client Group Associate
7 days ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service. Key Responsibilities Onboard new accounts and ensure that all...
-
Private Client Group Associate
2 days ago
Toronto, Ontario, Canada Beutel Goodman & Company Ltd. Full timeOverview The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service. Key Responsibilities Onboard new accounts and ensure that all...
-
Private Client Group Associate Professional
6 days ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeJob Description**Overview of the Role**The Private Client Group Associate will work closely with Portfolio Managers to provide exceptional service to high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). This role is a key client contact on administrative matters, requiring timely and high-quality service delivery.**Key...
-
Private Home Attendant
2 days ago
Toronto, Ontario, Canada Private Home Full time**About Us:**Private Home is a leading provider of home care and support services, dedicated to delivering personalized care solutions that meet the unique needs of each client. Our experienced team of caregivers and support staff share a passion for empowering individuals to live life to the fullest, while respecting their dignity and...
-
Care Worker for Private Homes
7 days ago
Toronto, Ontario, Canada Private Home Full timeJob SummaryWe are seeking a qualified and caring Care Worker to join our team at Private Home. As a care worker, you will provide high-quality care and support to our clients in their own homes, enabling them to maintain their independence and dignity.Key ResponsibilitiesProvide personal care and assistance with daily living activitiesAssist clients with...
-
Account Manager- Private Client Group
5 days ago
Toronto, Ontario, Canada HUB International Full timeAbout The RolePositioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who's eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence.Forge...
-
Account Manager- Private Client Group
3 days ago
Toronto, Ontario, Canada Hub International Ontario Limited Full timeAbout The Role Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who's eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence. Forge...
-
Private Client Associate
2 weeks ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeThe Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service.Key ResponsibilitiesOnboard new accounts and ensure that all mandatory...
-
Private Wealth Advisor
1 day ago
Toronto, Ontario, Canada BMO Financial Group Full timeAt BMO Financial Group, we are committed to helping our clients achieve their financial goals through expert financial planning and investment advice. We are currently seeking a Private Wealth Advisor to join our team of experienced professionals who share our passion for delivering exceptional client service.The successful candidate will have a minimum of 5...
-
Manager, Privately Held Business Group
3 days ago
Toronto, Ontario, Canada Grant Thornton - Canada Full timeWho we areYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We...
-
Manager, Privately Held Business Group
2 weeks ago
Toronto, Ontario, Canada Grant Thornton - Canada Full timeWho we are You know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community....
-
Manager, Privately Held Business Group
2 weeks ago
Toronto, Ontario, Canada Grant Thornton - Canada Full timeWho we areYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We...
-
Manager, Privately Held Business Group
5 days ago
Toronto, Ontario, Canada Grant Thornton - Canada Full timeWho we areYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We...
-
Toronto, Ontario, Canada HUB International Full timePositioned at the heart of Toronto, our expanding team seeks a Personal Insurance Private Client Group - Account Associate who's eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence.Forge...
-
Toronto, Ontario, Canada Fidelity Investments Full timeDescription Company Overview At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
-
Private Client Manager
3 days ago
Toronto, Ontario, Canada Equiton Full timeKey ResponsibilitiesAn ambitious self-starter with a high degree of energy, motivation and discipline to achieve sales successDeveloping one's pipeline of business through various sources and continuously working to grow one's network of businessGrowing a direct private client customer base and developing new opportunities with external business partnersThe...