Investment Client Service Associate (Etobicoke/West Toronto)

Our client, a long-established wealth management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team in Etobicoke/West Toronto.

What You Will Be Doing

In this role, you will be responsible for supporting the Senior Investment Advisor by nurturing relationships with her long‑term High Net Worth clients and providing optimum administrative and client support to the investment management team. This role is ideal for someone who wants to be a career client service associate and doesn’t want to move into an investment advisor role.

Here is what the opportunity offers you

• A place to work where you are not just a number but an integral part of a great investment team and where your ideas count.
• The opportunity to work with a fun team in a low‑stress, caring and collaborative envir...