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Added 8 mins ago
SS
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Added 22 mins ago
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Associate, Investment Services
LetkoBrosseau
Toronto, ON
- Full-time
…Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their…
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LetkoBrosseau

Associate, Investment Services

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 12, 2026
Posting language: English
Posted: Nov 12, 2026

Original job description

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.

Our Investment Services team is responsible for all aspects of the firm’s interaction with our customers. This includes communicating our investment views, as well as processing clients’ instructions and responding to their various requests for information. The team is also in charge of developing relationships with prospective investors.

We are seeking a highly professional individual to assist our Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their accounts.

As an integral member of the team, the Associate will also actively participate in various initiatives aimed at continuously improving customer satisfaction and engagement.

Main responsibilities:

Coordinate the Investment Counsellors’ meetings with existing or prospective clients and prepare all required presentation material in a timely manner.
Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:
Instructions for contributions, withdrawals, or transfers
Requests for statements or portfolio reports
Tax-related questions
Requests for new account openings
General questions about the firm and our services
Complete account opening documentation and efficiently manage the client onboarding process.
Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
Regularly liaise with custody companies and with other departments of the firm such as accounting, trading or compliance with regards to various client matters.
Assist with various business development and marketing efforts, such as proactive prospect outreach support, database management, analytics tracking and client events.
Establish a strong collaborative relationship with peers by proactively seeking and sharing useful information.
Perform various day-to-day administrative and office management tasks (e.g. greet clients and other visitors, order office and stationary supplies, manage incoming and outgoing mail, interact with our IT department to troubleshoot issues, make catering arrangements when required, etc.)
Familiarize yourself with Letko Brosseau’s investment approach and stay abreast of the firm’s strategy.

Required profile:

College diploma or bachelor’s degree, ideally in business administration or a related field
Completion of the Canadian Securities Course (CSC®), an asset
Minimum of five years of experience working in the financial services industry
Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases

Ideal candidate qualifications:

Strong focus on customer service excellence
Good communication and interpersonal skills
Excellent organization, multitasking and priority management skills
Resourcefulness, problem-solving skills and ability to work autonomously
High attention to detail
Team spirit and ability to thrive in a collaborative work environment

Salary and benefits:

Attractive and competitive base salary, plus annual bonus;
Hybrid work model (office and home);
Access to medical, dental, and life insurance coverage, as well as short- and long-term disability insurance, from day one;
Corporate discount on gym membership
Employer contribution to a deferred profit sharing plan (DPSP)
Our offices are located in downtown Montreal and are easily accessible by public transportation.

Our mission is to provide a supportive and inclusive environment where everyone can maximize their full potential.

We thank all candidates for applying, however, only those selected for an interview will be contacted.

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More about this job

Responsibilities

Support Investment Counsellors in maintaining and growing client relationships by coordinating meetings, responding to client inquiries, processing account instructions, and managing account opening and documentation. Contribute to business development and client engagement initiatives, coordinate with custodians and internal teams, and handle day-to-day administrative and office management tasks.

Requirements

A college diploma or bachelor’s degree, ideally in business administration or a related field, and at least five years of financial services experience are required; completion of the Canadian Securities Course is an asset. Candidates should be proficient with Microsoft Office and demonstrate strong customer service, communication, organization, prioritization, problem-solving, attention to detail, and teamwork skills.

Skills

Customer Service
Communication
Organization
Multitasking
Priority Management
Problem-Solving
Attention to Detail
Teamwork
Autonomous Work
Microsoft Office
Client Onboarding
Business Development
Database Management
Administrative Support

Benefits

Medical Insurance
Dental Insurance
Life Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Gym Membership Discount
Employer Contribution to Deferred Profit Sharing Plan
Annual Bonus
Hybrid Work Model

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Investment Services
Investment Counsellors
Financial Services
Canadian Securities Course
Client Onboarding
Account Opening
Account Documentation
Regulatory Compliance
Custody Companies
Portfolio Reports
Contributions
Withdrawals
Transfers
Business Development
Marketing
Prospect Outreach
Database Management
Analytics Tracking
Client Events
Microsoft Office
Portfolio Management Systems
Administrative Support
Office Management

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Work requirements

Jobs in Canada