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Added 2 mins ago
Associate Veterinarian - Gander Veterinary Clinic
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Gander, NL
Gander Veterinary Clinic is a full-service, companion animal veterinary practice that has been serving Gander and a large portion of surrounding areas of central Newfoundland for over 30…
Added 18 mins ago
Associate
RBC
Ottawa, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 18 mins ago
Associate
RBC
Toronto, ON
Full-time
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Added 18 mins ago
Senior Associate, Payments Transformation & Implementation
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Added 18 mins ago
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Added 31 mins ago
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Added 32 mins ago
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Added 46 mins ago
Relationship Manager, Business Markets- EN
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Associate, Automated Execution Group
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Added 59 mins ago
Operations Associate
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$18 to $20 CAD / hour
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Insight Global is looking for an operations associate to join the Payment Services Team for one of the Top Canadian Banks. This role will support the banks elevated peak season. This…
Added 1 hour ago
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Beutel, Goodman & Company Ltd.

Associate, Private Client Group

Toronto, ON, Canada

Pay: The base annual salary range for this role is $70,000–$85,000.
Job type: Full-time
Apply by: Mar 21, 2027
Posting language: English
Posted: Sep 22, 2026

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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 [email protected]. A member of our HR team will reach out to you.

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More about this job

Responsibilities

The Associate provides administrative and operational support to Portfolio Managers for high-net-worth clients, including managing account documentation and reporting. They also facilitate client communication, handle cash management tasks, and collaborate with internal teams to ensure seamless service delivery.

Requirements

Candidates must have post-secondary education in a finance-related field and experience in wealth management or financial services. Strong organizational skills, proficiency in Microsoft Office, and a commitment to client service are essential, with professional certifications like CSC or IFIC preferred.

Skills

Client service
Communication
Interpersonal skills
Organizational skills
Attention to detail
Analytical thinking
Problem-solving
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Wealth management
Investment administration
Financial services
Reconciliation
Reporting

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment administration
Portfolio management
Client service
Reconciliation
Corporate actions
Cash management
Canadian Securities Course
Investment Funds in Canada
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Financial services
Banking
Reporting
Account management
Trade settlement
Data accuracy
Confidentiality
Process improvement

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