Jobs in Canada

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Added 51 mins ago
TT
AVP Finance, Store Operations & Loss Prevention
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $139,216 to $210,812.8 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 1 hour ago
T
Personal Banking Associate
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
PQ
Senior Private Client Associate
Prime Quadrant
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The Senior Private Client Associate (Sr. PCA) plays a critical role in supporting client relationships, portfolio management, investment administration, and cash management activities for…
Added 2 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, Institutional Programs, the Senior Project Officer provides strategic project management, financial planning, and advisory services in support of major…
Added 3 hours ago
CI
Senior Associate, Listed Real Estate - Equities Analyst (London or Toronto)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 4 hours ago
CI
Senior Associate, Listed Real Estate - Equities
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
…support a concentrated, long-only portfolio of high-conviction investments. Working within a small, collaborative team, you will lead coverage of selected UK and European real estate…
Added 4 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
…of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support…
Added 4 hours ago
R
RBC Open House Financial Planning- EN
RBC
Montreal, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 7 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
…of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support…
Added 7 hours ago
RB
RBC Open House Financial Planning
Royal Bank of Canada
Montreal, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 10 hours ago
RH
Senior Manager Analytics
Robert Half
Mississauga, ON
- $70 to $95 CAD / hour
- Contract
Work Arrangement: Hybrid, with 4 days per week onsite
Added 12 hours ago
T
Customer Experience Associate
TD
London, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 hours ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 13 hours ago
T
Personal Banking Associate
TD
Richmond, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 14 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 14 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 14 hours ago
WC
Senior Director, Merchandising (Dairy/Frozen)
Walmart Canada
Mississauga, ON
- Full-time
…the role secures organizational resources to support capital investments and tests/pilots for future growth. The role ensures associate engagement and development, ensuring direct and…
Added 14 hours ago
CI
Senior Associate, Listed Real Estate - Equities Analyst (London or Toronto)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 14 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 15 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 15 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 16 hours ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 16 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 16 hours ago
T
Customer Experience Associate- Future Opportunities
TD
Windsor, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 16 hours ago
SM
Senior Associate, Alternative Assets - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Senior Associate, Alternative Assets – SLC Management

Prime Quadrant

Senior Private Client Associate

Toronto, ON, Canada

$80,000 to $100,000 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $80,000 to $100,000 CAD / year
Job type: Full-time
Apply by: Dec 10, 2026
Experience: 3+ years of experience in wealth management, private wealth, family office, portfolio administration, or investment operations.
Posting language: English
Posted: Nov 10, 2026

Original job description

About Prime Quadrant

Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

Position Summary

The Senior Private Client Associate (Sr. PCA) plays a critical role in supporting client relationships, portfolio management, investment administration, and cash management activities for U.S.-based client families. Working closely with Advisors and Senior Consultants, the Sr. PCA serves as a primary point of contact for clients, manages day-to-day investment and operational activities, and provides analytical support for client portfolios.

This role requires a highly proactive, client-focused professional who can operate independently, manage significant trading and cash management activity, and navigate Schwab systems and processes with minimal supervision. The ideal candidate combines strong wealth management operations expertise with excellent client service, analytical capabilities, and sound judgment.

Key Responsibilities

Client Relationship Management

Serve as a primary day-to-day contact for client families, responding to inquiries and coordinating service requests.
Build and maintain strong relationships with clients, custodians, financial institutions, and external service providers.
Prepare materials and presentation content for client meetings.
Participate in client meetings and support ongoing client communications.
Assist in onboarding new client relationships and account transitions.
Coordinate meeting scheduling, follow-up actions, and client deliverables.

Portfolio Management & Investment Support

Support portfolio construction, asset allocation analysis, and investment implementation.
Assist with the preparation and maintenance of Investment Policy Statements (IPS).
Perform portfolio monitoring, performance reporting, benchmarking, and investment analysis.
Conduct portfolio modeling, cash flow forecasting, and liquidity planning.
Support investment due diligence and Know Your Product (KYP) activities.
Analyze traditional, alternative, and private market investments.
Prepare investment-related analyses, reports, and recommendations for client discussions.

Trading & Cash Management

Coordinate and execute client trades and cash movements.
Manage client liquidity needs, including withdrawals, distributions, and funding requests.
Assist with capital call planning and execution.
Review trade activity to ensure accuracy and timely execution.
Monitor account cash balances and proactively identify upcoming liquidity requirements.
Coordinate with advisors and operations teams to facilitate investment implementation.

Reporting & Operations

Review and reconcile client reporting using internal and external sources.
Ensure accuracy and completeness of client data within firm systems.
Coordinate with Operations, Investment, and Client Service teams to maintain reporting quality and operational efficiency.
Support account administration activities, including custodial account openings and documentation review.
Maintain accurate records within Salesforce and other firm systems.
Identify opportunities to improve processes, reporting, and client service delivery.

Firm Contribution & Leadership

Collaborate across teams to support strategic initiatives and projects.
Provide coaching, training, and support to junior team members.
Share knowledge and best practices related to wealth management operations and client service.
Demonstrate leadership through initiative, accountability, and continuous improvement.
Contribute ideas that enhance client experience, operational effectiveness, and business growth.

Qualifications & Experience

Bachelor's degree in Finance, Economics, Business, Commerce, or a related field.
3+ years of experience in wealth management, private wealth, family office, portfolio administration, or investment operations.
Experience working directly with clients in a service-oriented environment.
Strong understanding of portfolio management, trading, cash management, and investment operations.
Experience supporting high-net-worth or ultra-high-net-worth clients is preferred.
Progress toward or completion of CFA, CIM, or a related professional designation is an asset.

Knowledge, Skills & Competencies

Technical Knowledge

Portfolio construction and asset allocation
Investment analysis and due diligence
Cash flow forecasting and liquidity planning
Capital call management
Investment Policy Statements (IPS)
Portfolio monitoring and performance reporting
Wealth management operations and administration
Know Your Product (KYP) and investment suitability principles

Technology Skills

Schwab platform expertise strongly preferred
Salesforce
Addepar
Microsoft Excel and financial analysis tools
Wealth management reporting systems

Core Competencies

Exceptional client service and relationship management skills
Strong analytical, quantitative, and problem-solving abilities
Excellent verbal, written, and presentation skills
Attention to detail and organizational effectiveness
Ability to manage multiple priorities in a fast-paced environment
Sound judgment and decision-making capabilities
Self-starter with the ability to work independently
Collaborative team player with coaching and mentoring capabilities
Project management and process improvement mindset

Success Profile

The successful candidate will be:

Highly proficient in Schwab and related custodial processes.
Comfortable interacting directly with clients and resolving issues independently.
Experienced in managing significant trading volume and cash-management activities.
Capable of balancing operational execution with analytical and client-facing responsibilities.
Resourceful, proactive, and able to learn and adapt quickly.
A trusted partner to advisors and clients, demonstrating ownership, accountability, and professionalism in all aspects of the role.

Compensation

Competitive base salary range from $ 80,000 – 100,000 CAD.
Performance-based bonus structure.
Career advancement opportunities based on demonstrated performance.
Comprehensive health benefits.
Retirement plan.
Up to $1,000 per annum reimbursement for relevant continuing education expenses.
Wellness allowance up to $600 per annum.
3 weeks vacation per annum.
Paid sick and personal days.

Apply on LinkedIn About employer

More about this job

Responsibilities

Serve as a primary day-to-day contact for client families while supporting portfolio management, investment implementation, trading, cash movements, and liquidity planning. Maintain accurate client records and reporting, coordinate account administration and cross-team operations, and contribute to process improvements and the development of junior team members.

Requirements

A bachelor's degree in Finance, Economics, Business, Commerce, or a related field and at least three years of relevant wealth management, family office, portfolio administration, or investment operations experience are required. Candidates should have strong client service, portfolio and investment operations knowledge, and analytical and communication skills; experience with high-net-worth clients and progress toward or completion of a CFA, CIM, or related designation are assets.

Skills

Portfolio Construction
Asset Allocation
Investment Analysis
Trading
Cash Management
Cash Flow Forecasting
Liquidity Planning
Capital Call Management
Investment Policy Statements
Portfolio Monitoring
Performance Reporting
Investment Due Diligence
Schwab
Salesforce
Addepar

Benefits

Performance-Based Bonus
Career Advancement Opportunities
Comprehensive Health Benefits
Retirement Plan
Continuing Education Reimbursement
Wellness Allowance
Three Weeks of Vacation
Paid Sick Days
Paid Personal Days

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth
Family Office
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Portfolio Management
Portfolio Construction
Asset Allocation
Investment Analysis
Investment Due Diligence
Know Your Product
Investment Suitability
Investment Policy Statements
Trading
Cash Management
Cash Flow Forecasting
Liquidity Planning
Capital Calls
Portfolio Monitoring
Performance Reporting
Schwab
Salesforce
Addepar
Microsoft Excel
Custodial Account Administration
CFA
CIM
Process Improvement

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Jobs in Canada