Associate, Investment Counsel

Responsibilities

• Manage end-to-end client onboarding, documentation, and account setup.
• Support Investment Counsellors in preparing for meetings, proposals, and reviews.
• Attend client meetings as required and maintain detailed records and meeting notes.
• Address client inquiries with urgency and professionalism.
• Produce recurring and ad-hoc client reports.
• Contribute ideas to improve the overall client experience and drive service excellence.
• Reconcile daily prices, positions, and transactions across trading and custodial platforms.
• Support account activity including openings, deposits, withdrawals, and asset transfers.
• Assist with monitoring and rebalancing client portfolios; ensure timely and accurate trade execution.
• Maintain security master data and review corporate actions.
• Collaborate with internal and external partners to resolve issues efficiently.
• Continuously seek opportunities to optimize workflows and enhance operational processes.
• Coordinate with Compliance to ensure timely review and approval of account documentation.
• Ensure all activities align with internal policies and regulatory requirements.
• Maintain accurate and auditable records.
• Monitor potential risks and escalate issues as appropriate.

• University degree in Finance, Business, Economics, Accounting, or a related discipline
• 2+ years of experience in the financial services industry, ideally in investment or wealth management
• Strong proficiency in Microsoft Excel; VBA skills are an asset
• Familiarity with wealth management systems is a plus
• Excellent attention to detail and ability to manage competing priorities
• Strong communication, relationship management, and problem-solving skills
• Self-starter with a collaborative spirit and a passion for delivering exceptional service
• Fluency in French is an asset (but not mandatory).