Jobs in Canada

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Added 3 mins ago
UO
Human Resources Associate
University of Alberta
Edmonton, AB
- Full-time
We are seeking a highly motivated and experienced Human Resources Associate (HRA) to join our dynamic HR Partnership team. Reporting to a Senior Human Resources Partner (SHRP), the HRA…
Added 19 mins ago
UO
Student Experience Research & Assessment Analyst
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
- $7,727.33 to $11,112 CAD / month
- Part-time
As a member of the Office of the Associate Vice President Students, this position provides analytical support and information to aid planning, and decision-making activities for the AVPS…
Added 1 hour 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
…to provide strategic financial leadership across an exciting portfolio spanning Store Operations, Loss Prevention & Real Estate. In this executive leadership role, you'll partner with…
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 5 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 5 hours ago
RD
Associate
RBC Dominion Securities
Pickering, ON
- Full-time
The RBC Dominion Securities branch located in Pickering is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
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RBC Open House Financial Planning- EN
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- Full-time
Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
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Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
We are seeking a self-motivated and well-organized relationship-manager to support an existing portfolio of tech clients in the greater Ottawa area. Working from our Ottawa office at 90…
Added 6 hours ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
The RBC Dominion Securities branch located in Pickering is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 7 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 7 hours ago
RB
RBC Open House Financial Planning
Royal Bank of Canada
Montreal, QC
- Full-time
Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
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4 years of experience in a management consulting, sales operations, business strategy or corporate advisory role.
Added 9 hours ago
IS
Associate Wealth Advisor
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Victoria, BC
- $70,000 CAD / year
- Full-time
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 10 hours ago
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Added 10 hours ago
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Associate/Senior Associate Athletics Director of Development
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Director of Development (Title Commensurate with Experience)
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Title: Assistant, Associate, Director or Senior Director of Development
Added 10 hours ago
EM
Director of Development (Title Commensurate with Experience)
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Title: Assistant, Associate, Director or Senior Director of Development
Added 10 hours ago
TU
Human Resources Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
The position will provide HR Manager support for the departments/units within the Provost and VP Academic portfolio and the Vice-President, Research and Innovation portfolio.…
Added 11 hours ago
Associate Wealth Advisor
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Added 13 hours ago
TP
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Toronto Pearson International Airport
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- Full-time
Reporting to the Associate Director, IT Vendor Management, the Manager, Vendor Performance & IT Audit leads a team responsible for strengthening the performance, governance and oversight of…
Added 14 hours ago
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TD Wealth- Client Service Associate- Private Investment Advice
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Quebec, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
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WC
Senior Director, Merchandising (Dairy/Frozen)
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- Full-time
What you'll do...The role develops the portfolio strategy to align with broader business objectives, ensuring the delivery of profit and growth targets. This involves managing the…
Added 14 hours ago
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- Full-time
Associate Creative Director | Retail & Experiential
Added 15 hours ago
I
Associate - Asset Management
Innergex
Longueuil, QC
- Full-time
Reporting to the Senior Director, Asset Management, the incumbent supports the financial, operational, and administrative activities of Innergex’s North American asset portfolio. This role…

Prime Quadrant

Senior Private Client Associate

Toronto, ON, Canada

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

Apply on LinkedIn About employer

Applications open in a new tab.

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