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Added 7 mins ago
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Civil Litigation Associate (3 - 5 Years Call)
DWF (Canada)
Vancouver, BC
- Full-time
A collaborative mindset and commitment to exceptional client service.
Added 8 mins ago
Sales Associate
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Accounts Receivable Associate
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Added 23 mins ago
Associate Director, Strategic Pursuits, Managed Services
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Waterloo, ON · Calgary, AB
…conversion, and identifying opportunities to expand existing client relationships. You will work closely with Managed Services leaders, client-serving professionals, Service Delivery…
Added 37 mins ago
OT
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Odyssey Trust Company
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- Full-time
We are currently seeking a Corporate Services Associate to join our team. The successful candidate will be based in our Toronto office.
Added 37 mins ago
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Associate Lawyer – Family Law
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- Full-time
…a vibrant history dating back over 100 years. We are a full-service law firm servicing individual and institutional clients in the Regina area and throughout…
Added 37 mins ago
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Added 37 mins ago
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Associate
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Our client, a full service Bay Street firm, seeks an associate with 4-7 years' of post call experience in commercial real estate. This is a great opportunity to work with a collegial group…
Added 37 mins ago
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Associate Lawyer – Probate and Estate Planning (Halifax)
Burchell MacDougall Lawyers LLP
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- Full-time
Ability to set priorities and meet deadlines while providing excellent client service.
Added 38 mins ago
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Seasonal Associate
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As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 38 mins ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
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Part Time Sales Associate - BOSS Store, Fairview Mall
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Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 53 mins ago
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Associate
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Part Time Sales Associate - BOSS Store, Yorkdale
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Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
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Operations Associate
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Montreal, QC · Greater Montreal Metropolitan Area
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Monitor transactions and follow established procedures to meet service standards and deadlines.
Added 1 hour ago
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Associate
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Calgary, AB
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The RBC Dominion Securities Calgary branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate.
Added 1 hour ago
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Montreal, QC
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Added 1 hour ago
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…will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from…
Added 1 hour ago
Wealth Advisor, Employee Accounts
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AB
…will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from…
Added 1 hour ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
…will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from…
Added 1 hour ago
Wealth Advisor, Employee Accounts
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Vancouver, BC
…will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from…
Added 1 hour ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
…will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from…

Beutel, Goodman & Company Ltd.

Associate, Private Client Group

Toronto, ON, Canada

The base annual salary range for this role is $70,000–$85,000. · Full-time

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Job details

Pay: The base annual salary range for this role is $70,000–$85,000.
Job type: Full-time
Apply by: Apr 6, 2027
Posting language: English
Posted: Oct 8, 2026

Original job description

Overview

The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters, the Associate will provide timely, accurate, and professional support while exercising sound judgment and protecting confidential information. The successful candidate will combine a client-first mindset, strong technical knowledge, attention to detail, and a collaborative, proactive approach to deliver a seamless client experience.

Key Responsibilities

Provide exceptional client service through professional and timely communication
Prepare accurate client presentations, reporting packages, and other client-facing materials
Coordinate new account openings, including documentation, approvals, and system setup
Manage account transfers and changes from initiation through completion
Coordinate cash management, contributions, withdrawals, recurring payments, and related trade or settlement follow-up
Review transactions, reconciliations, and corporate actions, investigating and escalating issues promptly
Collaborate effectively with Portfolio Managers, Associates, custodians, and internal teams
Provide reliable coverage, share knowledge, and support Portfolio Managers and colleagues with daily priorities, process improvements, and special projects
Use approved AI and automation tools responsibly to improve efficiency while maintaining confidentiality, accuracy, and appropriate oversight

Requirements

Post-secondary education in business, finance, accounting, economics, or a related discipline
Experience in wealth management, investment administration, banking, or financial services
Excellent client service, communication, and interpersonal skills
Demonstrated organizational skills, attention to detail, and ability to manage competing priorities
Discretion when handling confidential client and firm information
Integrity, sound judgment, and a commitment to clients’ best interests
Commitment to collaboration, respectful communication, and supporting colleagues
Initiative, analytical thinking, and practical problem-solving skills
Proficiency in Microsoft Excel, PowerPoint and Outlook
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course is strongly preferred

This posting is for a current vacancy on our Private Client Group team.

The base annual salary range for this role is $70,000–$85,000.

If you require any accommodations during the recruitment process, please email us at careers@beutelgoodman.com. A member of our HR team will reach out to you.

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More about this job

Responsibilities

Support Portfolio Managers and high-net-worth clients by providing timely client service and preparing presentations and reporting materials. Coordinate account openings, transfers, cash activity, transaction reviews, and issue resolution while collaborating with colleagues and using approved automation tools responsibly.

Requirements

Post-secondary education in business, finance, accounting, economics, or a related discipline and experience in wealth management, investment administration, banking, or financial services are requested. Candidates should have strong client service, communication, organizational, analytical, and problem-solving skills, proficiency in Microsoft Excel, PowerPoint, and Outlook, and preferably have completed the CSC or IFIC course.

Skills

Client Service
Client Communication
Portfolio Management Support
Investment Administration
Account Opening
Account Transfers
Cash Management
Transaction Review
Reconciliation
Corporate Actions
Attention To Detail
Organization
Confidentiality
Analytical Thinking
Problem-Solving
Microsoft Excel

Visa sponsorship

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Keywords

Wealth Management
Investment Management
Private Client Group
High-Net-Worth Clients
Portfolio Managers
Client Service
Client Presentations
Reporting Packages
Account Opening
Account Transfers
Cash Management
Contributions
Withdrawals
Recurring Payments
Trade Settlement
Transaction Review
Reconciliation
Corporate Actions
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Canadian Securities Course
Investment Funds In Canada
AI Tools
Automation

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