Job Overview
Current work authorization for Canada is required for all openings. This is a full‑time regular role with a flexible hybrid schedule. The work location is 483 Bay Street, Toronto until late 2026, after which it will move to 3 Robert Speck Parkway, Mississauga.
Responsibilities
Client Relationship Management
- Serve as primary point of contact for clients regarding account inquiries, transactions and service requests.
- Build and maintain trusted relationships through proactive communication and white‑glove service.
- Coordinate client meetings, portfolio reviews and follow‑up actions.
- Assist Relationship Manager in preparing customized financial presentations and investment proposals.
- Assist with problem resolution that enhances the client experience, including account opening, transfers and all other transactions.
Wealth Management Support