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Associate Consultant
Job Description & How to Apply Below
Enhance your career as an Associate Consultant at Prime Quadrant, focusing on client service and financial reporting for affluent families. Become part of a team managing over CAD 26 billion in assets.
This is an opportunity for a self-starter who's passionate about helping clients meet their financial needs. You will collaborate with Senior Consultants on cash flow management, tax compliance, and client relationship tasks. Your commitment to detail and exceptional communication skills will drive successful outcomes for client families.
Key Responsibilities:
• Assist Senior Consultant in managing client relationships
• Create and present materials for client engagements
• Review financial documents for accuracy
• Coordinate cash transfers and investment funding needs
• Support tax filings in collaboration with advisors
Requirements:
• Bachelor's degree required
• Previous experience in financial services
• Proficient in Microsoft Office and digital tools
• Strong English communication skills
• Interest in wealth management is essential
Bring your skills to Prime Quadrant and make a lasting impact on client families' futures.
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Position Requirements
10+ Years
work experience
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