Jobs in Canada

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(CAN) General Merchandise Associate
Walmart
Langford, BC
- Part-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 1 hour ago
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Coordonnateur / Coordonnatrice de Magasin Service à la clientèle Temps plein Winners - Promenades St-Bruno
The TJX Companies, Inc.
Saint-Bruno, QC
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
Customer Experience Associate - Mulberry Centre, Burnaby BC (30hrs/week)
Scotiabank
Burnaby, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
FR
US Corporates - Credit Analyst, Associate Director - Retail & Consumer - Toronto
Fitch Ratings
Toronto, ON
- Full-time
US Corporates – Credit Analyst, Associate Director – Retail & Consumer
Added 2 hours ago
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Sales Associate
RONA
Candiac, QC
- Full-time
Access to the GreenShield+ telemedicine platform, including virtual consultations with healthcare professionals and pharmacy services
Added 2 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 2 hours ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Calgary, AB
- Full-time
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 2 hours ago
WC
(CAN) Produce Team Lead
Walmart Canada
Winnipeg, MB
- Full-time
Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating merchandise and making purchase…
Added 2 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 2 hours ago
LC
Front Store Supervisor, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacy Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Winnipeg, MB
- Full-time
…providers, practice to full scope in providing professional services, dispensing medication, and assisting in the maintenance of the…
Added 3 hours ago
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(CAN) Produce Team Lead
Walmart
Winnipeg, MB
- Full-time
1. Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating merchandise and making…
Added 3 hours ago
TT
Retail Visual Merchandise Coordinator Full Time Winners/Homesense - Penticton Mall
The TJX Companies, Inc.
Penticton, BC
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
LF
Brick Associate, Sales
Leons Furniture Limited
Lethbridge, AB
- Full-time
need enthusiastic people with a great customer focused attitude! The winning
Added 3 hours ago
LF
Brick Associate, Sales
Leons Furniture Limited
Kamloops, BC
- Up to $19 CAD / hour
need enthusiastic people with a great customer focused attitude! The winning
Added 3 hours ago
LC
Cashier, Hourly Part Time Afternoon
Loblaw Companies Limited
Richmond, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
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Special Services Associate Full Time - 7102 Thunder Bay
The Home Depot Canada
Thunder Bay, ON
- Full-time
Service Desk associates are responsible for following through on all Customer Order Management (COM) orders from beginning to end and until the customer is satisfied including but not…
Added 3 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Drayton Valley, AB
- $15 CAD / hour
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 3 hours ago
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Wealth Management Analyst
Archer
Montreal, QC
- Full-time
…support. This role serves as a stepping stone to a position as an associate wealth management…
Added 3 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Drayton Valley, AB
- Full-time
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 3 hours ago
WC
(CAN) Front End Team Lead
Walmart Canada
Saint John, NB
- Full-time
Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating merchandise and making purchase…
Added 3 hours ago
TC
Store Coordinator Full Time HomeSense - South Surrey
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Provide protection to the clients, residents and property of the buildings we are contracted to provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 3 hours ago
WC
(CAN) Consumables Associate
Walmart Canada
ON · Kenora, ON
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…

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

Not detected in the job text

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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