Investment Associate
2 weeks ago
Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service?We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible for a variety of tasks, including account administration, project management, and marketing initiatives. What you'll be doing:Manage client accounts, ensuring accurate and up-to-date KYC (Know Your Customer) information and account documentation.Prepare client meeting materials, participate in meetings, and document any required account changes.Act as a client service liaison, responding to inquiries and escalating issues as needed.Maintain and utilize the CRM system to effectively track client interactions.Foster strong relationships with custodians and administrators to ensure seamless operations.Take ownership of department projects and administrative tasks, driving efficiency and completion.Stay abreast of industry trends and best practices to deliver superior client service.Contribute to marketing and communication efforts as required. What you bring to the table:3-5 years of experience in a related financial services industryPost-secondary degree in Business, Finance, or a similar field (preferred)Industry designations such as CSC, CFP, or CIM a strong assetIn-depth understanding of investment products and account structuresProficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Adobe productsExperience with portfolio management software, CRM systems, and financial planning tools (considered an asset)Excellent time management and prioritization skillsStrong interpersonal and communication skillsDetail-oriented, results-driven, and possess sharp analytical abilities We offer a competitive compensation package and the opportunity to work in a dynamic and growing environment.If you are a highly motivated individual who is passionate about client service and eager to contribute to our team's success, we encourage you to apply
-
Investment Associate
2 weeks ago
Toronto, ON, Canada Worthland Consulting Inc. Full timeCompany DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...
-
Investment Associate
2 weeks ago
Toronto, ON, Canada Worthland Consulting Inc. Full timeCompany DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...
-
Associate, Investments
2 weeks ago
Toronto, ON, Canada BGO Full timeWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...
-
Associate, Investments
2 weeks ago
Toronto, ON, Canada BGO Full timeWho We Are: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28...
-
Investment Associate
1 week ago
Toronto, ON, Canada Worthland Consulting Inc. Full timeCompany Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...
-
Senior Investment Banking Analyst
4 days ago
Toronto, ON, Canada CCC Investment Banking Full timeWho are we: CCC is Canada’s leading national, independent, mid-market investment banking firm. We also provide valuation services and board of director advisory to our trusted clients. We do not have a cookie-cutter approach but use creative solutions to overcome difficult problems to complete transactions. Support Vice Presidents and Associates in...
-
Senior Investment Banking Analyst
3 days ago
Toronto, ON, Canada CCC Investment Banking Full timeWho are we:CCC is Canada’s leading national, independent, mid-market investment banking firm. We also provide valuation services and board of director advisory to our trusted clients.We do not have a cookie-cutter approach but use creative solutions to overcome difficult problems to complete transactions.Support Vice Presidents and Associates in executing...
-
Investment Risk Associate
1 week ago
Toronto, ON, Canada Worthland Consulting Inc. Full timeWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. This is a full-time remote role (could be an onsite/hybrid...
-
Associate, Credit Investment Operations
6 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...
-
Associate, Credit Investment Operations
6 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...
-
Associate, Credit Investment Operations
6 days ago
Old Toronto, Canada Canada Pension Plan Investment Board Full timeMake an impact at a global and dynamic investment organizationWhen you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally...
-
Associate, Investments
1 month ago
Toronto, Canada BGO Full time**Associate, Investments** **Toronto, ON** **Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality...
-
Investment Banking Analyst/Senior Analyst
4 days ago
Toronto, ON, Canada CCC Investment Banking Full timeWho are we:CCC is Canada’s leading national, independent, mid-market investment banking firm. From our offices in Toronto and Vancouver, we execute divestitures, mergers, acquisitions, and capital raises on behalf of our clients. We also provide valuation services and board of director advisory to our trusted clients.We pride ourselves on tenaciously...
-
Investment Banking Analyst/Senior Analyst
3 days ago
Toronto, ON, Canada CCC Investment Banking Full timeWho are we:CCC is Canada’s leading national, independent, mid-market investment banking firm. From our offices in Toronto and Vancouver, we execute divestitures, mergers, acquisitions, and capital raises on behalf of our clients. We also provide valuation services and board of director advisory to our trusted clients.We pride ourselves on tenaciously...
-
Investment Associate
1 week ago
Toronto, Canada Worthland Consulting Inc. Full timeCompany Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...
-
Investment Associate
1 week ago
Toronto, Canada Worthland Consulting Inc. Full timeCompany Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...
-
Investment Associate
4 weeks ago
Toronto, ON, Canada Altis Recruitment Full timeDo you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service? We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible...
-
Investment Associate
2 weeks ago
Toronto, Canada Worthland Consulting Inc. Full timeCompany DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...
-
Investment Associate
1 week ago
Toronto, Canada Worthland Consulting Inc. Full timeCompany Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...
-
Investment Associate
2 weeks ago
Markham, ON, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...