Private Client Analyst

3 weeks ago


Toronto, Canada K.J. Harrison & Partners Inc. Full time

**Responsibilities**:

- Work closely with the Portfolio Manager (PM) in all facets of managing client
- Implement success standards and tools for managing interactions with clients
- Prepare presentation materials for the PM
- Prepare ongoing client portfolio analysis and business review materials for the PM
- Follow up on client review meetings and ad hoc requests
- Work on projects relating to the management of the client wealth
- Work with the rest of the PM’s team as a resource on various recurring tasks, including account documentation, account transfers, performance reporting and other client administration
- Work with third-party managers on the review and analysis of funds
- Work with and alert portfolio manager to client relationship enhancing opportunities
- Update and maintain client and portfolio management, tools and systems
- Maintain high standards and accuracy and client reporting
- Liaise with internal departments to strengthen the client experienc
- Maintain a good understanding of wealth planning strategies and advice to support client relationships

**Requirements**:

- Minimum 5 years industry experience as a Private Client Analyst or comparable role utilizing similar skill set or track record of managing client relationships
- Canadian Securities Course (CSC®) or experience utilizing similar skill set
- Personal Financial Planner®(PFP) designation or experience utilizing similar skill set
- Excellent proficiency in MS Office, MS Outlook, and portfolio management systems
- Personable and dynamic individual experienced in dealing with high net worth and high profile clients
- Reliable, resourceful and innovative team player
- Ability to multi-task various demands using superb organizational and time management skills
- Excellent verbal and written communication skills

Pay: $60,000.00-$90,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: Hybrid remote in Toronto, ON



  • Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...


  • Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Analyst, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** Banyan Capital Partners is growing and looking to add an **Analyst, Private Equity **to its Toronto-based investment team. This is a unique opportunity to work closely with a small group of senior PE investment professionals and participate in all...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern Analyst, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** **The Position** Banyan Capital Partners is looking for an **Intern Analyst **to join its **Toronto-based investment management team** for a 4-month internship (September 2024 - December 2024). This is a unique opportunity to work closely...


  • Toronto, Canada Persistence Capital Partners Full time

    Persistence Capital Partners **"PCP"**) is a private equity fund exclusively focused on high-growth opportunities in the healthcare field. Established in 2008, the PCP team has been investing, operating and growing healthcare businesses for over 25 years. With deep industry expertise, PCP aims to create significant long-term capital appreciation by...


  • Toronto, Canada Persistence Capital Partners Full time

    **Posted October 28, 2021**: Persistence Capital Partners (**"PCP"**) is a private equity fund exclusively focused on high-growth opportunities in the healthcare field. Established in 2008, the PCP team has been investing, operating and growing healthcare businesses for over 25 years. With deep industry expertise, PCP aims to create significant long-term...


  • Toronto, Canada Dunbridge Financial inc. Full time

    **Private Client Representative** We are looking for a responsible Administrative Assistant to perform a variety of Private Client facing and administrative/clerical tasks across multiple areas of our business. Reporting directly to our CFO, the duties of the Private Client Dealer include providing support to the sales team, supporting the onboarding of our...


  • Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Private Equity Fund Analyst (6 months) page is loaded Private Equity Fund Analyst (6 months) Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Toronto, ON, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. The Client Portfolio Manager, Private Markets will be CIBC Asset Management's (CAM) Subject Matter Expert (SME) on private alternative investment solutions. The candidate will be responsible for the commercialization of CAM’s private alternatives offerings, effectively developing and...


  • Toronto, Canada CreateTO Full time

    **CreateTO**, established in January 2018, is a municipal government agency established to manage the City of Toronto’s real estate portfolio. CreateTO works collaboratively with City stakeholders, external partners and community members to create more livable, sustainable, and inclusive communities. The agency enables the City to adopt a strategic...


  • Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel** provides...


  • Toronto, Canada Hillsdale Investment Management Inc. Full time

    SENIOR QUANTITATIVE ANALYST/ QUANTITATIVE ANALYST Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-controlled, and client-aligned investment boutique managing investments on behalf of a select group of sophisticated institutional and private wealth investors. We engage


  • Toronto, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Old Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Old Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Old Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...