Wealth Management Associate

5 days ago

Toronto, Ontario, Canada Prime Quadrant Full time
Job Description

A dynamic opportunity awaits a driven individual to assume the role of Wealth Management Associate at Prime Quadrant Corp.

Company Overview

We are a leading firm in the investment advisory and wealth management industry, committed to delivering exceptional client service and results-driven solutions. Our team is dedicated to providing a supportive environment that fosters growth, learning, and excellence.

Salary

The successful candidate can expect an industry-competitive base salary with a performance-based bonus structure, totaling approximately $75,000 per annum, based on national averages for this position in Canada.

Key Responsibilities
  • Client Service: Prepare materials for client meetings, assist with inquiries, schedule and track client meetings, and ensure clear communication with clients and their service providers.
  • Administration: Maintain accurate records, prepare and reconcile client reports, coordinate with internal team members, and execute trades accurately and promptly.
  • Investment Introductions: Educate and answer investment-related questions, provide information and analyses on proposed investments, and collaborate with Prime Quadrant's Investment Team.
Required Skills and Qualifications
  • Bachelor's degree in finance, economics, business, or a related field.
  • Co-op/internship experience in a financial services organization.
  • Strong Microsoft Office fluency (Excel, Word, OneNote, Teams).
  • Excellent English writing and oral communication skills.
  • Commitment to complete the Exempt Market Proficiency Exam within 3 months and enroll in the Chartered Financial Analyst program within 12 months.
Benefits
  • Health benefits via participation in the firm's health spending account.
  • Eligible for awards under the firm's Key Exemplary Employees Plan.
  • Up to $1,000 per annum for relevant continuing education expenses.
  • Career advancement opportunities.

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