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Added 22 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Selkirk, MB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
PC
Campus Talent Acquisition, Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Campus Talent Acquisition, Senior Associate, you will play an important role in supporting how PwC attracts Students and Early Career Professionals. By building strong relationships…
Added 1 hour ago
PC
Campus Talent Acquisition, Senior Associate (Bilingual FR/EN) (Contract)
Pwc Canada
Montreal, QC
- Full-time
As a Campus Talent Acquisition, Senior Associate, you will play an important role in supporting how PwC attracts Students and Early Career Professionals. By building strong relationships…
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Bishop's Falls, NL
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…providing strategic coordination, expert guidance, and high quality administrative support across all stages of the research funding lifecycle. Reporting to the Associate Dean, Research &…
Added 1 hour ago
HS
Clinic Services Associate
Hearing Solutions
Markham, ON
- $40,000 to $50,000 CAD / year
- Full-time
Added 2 hours ago
EI
Paralegal
Ecolab Inc.
Calgary, AB
- Full-time
As a Paralegal, you will support the Associate General Counsel for the Global High-Tech and Data Center business, helping deliver practical and timely legal support in a fast-paced, global…
Added 2 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 2 hours ago
SD
Production Supervisor
Shoppers Drug Mart
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…service, specialized expertise, and actionable advice to support Associate-Owners and their staff in delivering the best health, beauty, and convenience services to…
Added 2 hours ago
FR
Security Floater
FirstService Residential Canada
Mississauga, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 2 hours ago
UO
Counsellor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…and Wellbeing, for oversight of clinical work. Reports to the Associate Dean, Teacher Education Office, Faculty of Education for operational matters, and for direction of non-clinical work…
Added 3 hours ago
FR
Security Floater
FirstService Residential Canada
Oshawa, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 3 hours ago
RH
Lawyer
Robert Half
Vaughan, ON
- $110,000 to $125,000 CAD / year
- Full-time
Our client, a well-established and growing Ontario law firm, is seeking a Commercial Litigation Associate with 3+ years of experience to join its litigation team. This is an excellent…
Added 3 hours ago
F
Document Control Administrator
FlatironDragados
Markham, ON
- Full-time
Added 3 hours ago
F/
Relationship Management Associate (Agriculture Business Financing)
FCC / FAC
Abbotsford, BC
- Full-time
As a Relationship Management Associate, Agriculture Business Financing, you’ll support the lending process by building strong customer relationships and delivering fast, accurate…
Added 3 hours ago
LV
WEB ORDER ASSOCIATE-EN
La Vie En Rose
London, ON
- Part-time
Added 3 hours ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 3 hours ago
WK
Senior Credit & Collections Associate (Bilingual English/French) | Part-Time
Wolters Kluwer
Sherbrooke, QC · CAN - Sherbrooke
- Part-time
As a Part-Time Senior Credit & Collections Associate, you'll leverage specialized skills to handle non-standard credit and collections challenges. You will independently manage more…
Added 3 hours ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- 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 4 hours ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
Added 4 hours ago
GD
Associate Director - Field Operations
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
…logistics, territory tracking, and payroll processing - the Associate Director shifts the department focus toward strategic process automation, workflow optimization, and cross-functional…
Added 4 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 4 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Sherbrooke, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 4 hours ago
SD
Post Office Clerk, Hourly Full Time Day
Shoppers Drug Mart
Grande Prairie, AB
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…

TDS Personnel

Institutional Client Service Associate

Toronto, ON, Canada

Contract

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Applications open in a new tab.

Job details

Job type: Contract
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Our client, a leading global investment management firm, is seeking an Institutional Client Service Associate to join their Toronto team on a six-month contract basis. In this entry-level role, you will provide day-to-day support to the institutional client coverage and relationship management teams. You will help coordinate business development activities, assist with client communications, and contribute to internal processes that drive institutional client engagement.

Responsibilities

Support the institutional team by preparing, customizing, and distributing client materials - including presentations, review books, and reporting packages - ensuring high accuracy and compliance standards.
Coordinate logistics for prospect, due diligence, and client meetings, including scheduling, agenda preparation, and materials delivery. Assist in planning industry conferences, product sessions, and roadshows.
Research and summarize market trends, competitor activity, and current search/mandate efforts to support strategic team planning.
Utilize Salesforce to track client interactions, maintain accurate stakeholder contact lists, manage mailings, and update business development activity.
Generate standard and customized activity reports to support management analysis. Contribute to workflow refinement, efficiency improvements, and compliance alignment.
Provide ad-hoc administrative and operational support to the broader institutional coverage team as needed.

Role requirements:

General business experience, preferably within investment management, institutional servicing, marketing, or financial services.
Bachelor’s degree or equivalent practical experience.
Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel); familiarity with Salesforce or similar CRM platforms is an asset.
Strong written and verbal communication skills with meticulous attention to detail and proofreading abilities.
Proactive, organized, and collaborative, with the ability to manage competing priorities, meet tight deadlines, and work effectively with minimal supervision.

TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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More about this job

Responsibilities

Prepare and distribute accurate client materials, coordinate client and prospect meetings and events, and support institutional business development activities. Maintain Salesforce records, research market and competitor activity, generate reports, and assist with workflow improvements and administrative operations.

Requirements

Requires general business experience, preferably in investment management, institutional servicing, marketing, or financial services, and a bachelor’s degree or equivalent practical experience. Candidates should have advanced Microsoft Office skills, strong communication and proofreading abilities, and be proactive, organized, collaborative, and able to manage competing priorities with minimal supervision.

Skills

Client Service
Institutional Client Support
Client Communications
Presentation Preparation
Meeting Coordination
Event Planning
Market Research
Competitor Analysis
Salesforce
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
Reporting
Proofreading
Organization
Time Management

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Institutional Client Service
Client Coverage
Relationship Management
Business Development
Client Communications
Presentations
Review Books
Reporting Packages
Due Diligence
Meeting Coordination
Industry Conferences
Product Sessions
Roadshows
Market Trends
Competitor Activity
Search And Mandate Efforts
Salesforce
Stakeholder Contact Lists
Mailings
Activity Reports
Microsoft Office
PowerPoint
Word
Excel
Compliance
Workflow Refinement
Financial Services

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