Location
london, on, Canada
Posted
June 04, 2026
Job Description
Transform client interactions as a Client Associate! Drive relationship management, offer investment advice, and foster a dynamic client experience in a full-time position.
This role emphasizes proactive engagement with high-net-worth clients, working side-by-side with Investment Advisors to manage portfolios effectively. Your contributions will enhance client satisfaction and identify new business opportunities through dedicated support and personalized service.
Key Responsibilities:
ā¢ Develop meaningful connections with clients
ā¢ Assist Advisors in managing diverse portfolios
ā¢ Explore business development opportunities
ā¢ Proactively improve client communication and support
ā¢ Participate in marketing activities and local events
Requirements:
ā¢ Certified as an Investment Representative (IR)
ā¢ 3+ yearsā experience in Brokerage
ā¢ Strong aptitude for analytical thinking
ā¢ Dedication to client-first solutions
ā¢ Detail-oriented with good problem-solvi...
This role emphasizes proactive engagement with high-net-worth clients, working side-by-side with Investment Advisors to manage portfolios effectively. Your contributions will enhance client satisfaction and identify new business opportunities through dedicated support and personalized service.
Key Responsibilities:
ā¢ Develop meaningful connections with clients
ā¢ Assist Advisors in managing diverse portfolios
ā¢ Explore business development opportunities
ā¢ Proactively improve client communication and support
ā¢ Participate in marketing activities and local events
Requirements:
ā¢ Certified as an Investment Representative (IR)
ā¢ 3+ yearsā experience in Brokerage
ā¢ Strong aptitude for analytical thinking
ā¢ Dedication to client-first solutions
ā¢ Detail-oriented with good problem-solvi...