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Wealth Management

Wealth Management Client Services Associate

Job in Toronto, Ontario, C6A, Canada
Listing for: Tacita Capital Inc.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A dynamic investment management firm in downtown Toronto seeks a Client Services Associate to coordinate client requests and deliverables. Ideal candidates will have a university degree, a minimum of four years in an investment or financial planning environment, and proficiency in Microsoft Office. You will work closely with senior management and assist in managing investment account documentation. This is a full-time, permanent role, offering benefits and a hybrid work option.
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Position Requirements
10+ Years work experience
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