Wealth Management Associate at Burgundy

Enhance your career in wealth management with Burgundy Asset Management as an Associate in Toronto. Collaborate with Investment Counsellors and deliver exceptional client service in a dynamic team environment.

This Associate role reports to the Vice President, Private Client Operations, and involves supporting day-to-day administrative tasks. You will coordinate with Investment Counsellors, assist in generating high-quality client materials, and ensure compliance with policies while gaining exposure to Burgundy's investment strategies.

Key Responsibilities:

• Support Investment Counsellors by preparing client materials

• Conduct research for investment proposals and marketing requests

• Maintain accurate client records in the management system

• Build strong relationships while adhering to compliance policies

• Collaborate within teams to complete responsibilities

Requirements:

• Minimum 2 years in investment or financial services

• Post-secondary degree required

• CFA or CFP designation preferred or willingness to pursue

• Proficiency in Microsoft Office applications

• Excellent organizational and interpersonal skills

Utilize your skills in investment services, administrative support, and client relationship management at Burgundy Asset Management in Toronto.