The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters, the Associate will provide timely, accurate, and qualified support while exercising sound judgment and protecting confidential information. The successful candidate will combine a client-first mindset, strong technical knowledge, attention to detail, and a collaborative, proactive approach to deliver a seamless client experience.
Key Responsibilities
Provide exceptional client service through professional and timely communication
Prepare accurate client presentations, reporting packages, and other client-facing materials
Coordinate new account openings, including documentation, approvals, and system setup
Manage account transfers and changes from initiation through completion
Coordinate cash management, contributions, withdrawals, recurring payments, and related trade or settlement follow-up
Review transactions, reconciliations, and corporate actions, investigating and escalating issues promptly
Collaborate effectively with Portfolio Managers, Associates, custodians, and internal teams
Provide reliable coverage, share knowledge, and support Portfolio Managers and colleagues with daily priorities, process improvements, and special projects
Use approved AI and automation tools responsibly to improve efficiency while maintaining confidentiality, accuracy, and appropriate oversight
Requirements
Post-secondary education in business, finance, accounting, economics, or a related discipline
Experience in wealth management, investment administration, banking, or financial services
Excellent client service, communication, and interpersonal skills
Demonstrated organizational skills, attention to detail, and ability to manage competing priorities
Discretion when handling confidential client and firm information
Integrity, sound judgment, and a commitment to clients’ best interests
Commitment to collaboration, respectful communication, and supporting colleagues
Initiative, analytical thinking, and practical problem-solving skills
Proficiency in Microsoft Excel, PowerPoint and Outlook
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course is strongly preferred
This posting is for a current vacancy on our Private Client Group team.
The base annual salary range for this role is $70,000–$85,000.
If you require any accommodations during the recruitment process, please email us at
[email protected]. A member of our HR team will reach out to you.
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📌 Associate, Private Client Group (Ontario)
🏢 Beutel, GoodmanLtd.
📍 Ontario