Associate, Investor Relations

TDS Personnel

Full-time, Permanent Advertising, Marketing, Promotions, Public Relations, and Sales Managers
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Location
Toronto, Ontario, Canada
Posted
March 23, 2026

Job Description

Job Description:

Our client, a downtown investment firm requires an Associate, Investor Relations to join their team.

Responsibilities:

  • Lead the planning and execution of Investor Day and client events, including venue selection, vendor management, and full logistics coordination.
  • Manage client onboarding and account administration, including subscription/redemption processing, documentation (KYC, suitability, W-8BEN, etc.), account transfers, and maintenance of various account types (individual, joint, corporate, registered plans).
  • Provide professional servicing to new and existing clients by responding to inquiries promptly, calculating returns/fees, addressing tax questions, and proactively identifying client needs.
  • Maintain and update the firm’s CRM (Salesforce), client portal, and documentation, ensuring accuracy, completeness, and compliance.
  • Prepare and distribute client communications and reporting (monthly/quarterly stateme...

    • Job Details

    • Job Type
      Full-time, Permanent
    • Category
      Advertising, Marketing, Promotions, Public Relations, and Sales Managers
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026