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 professional support while exercising sound judgment and protecting confidential information. The successful candidate will combine a client-first mindset, solid technical knowledge, attention to detail, and a collaborative, proactive approach to deliver a seamless client experience.Key ResponsibilitiesProvide exceptional client service through professional and timely communicationPrepare accurate client presentations, reporting packages, and other client-facing materialsCoordinate new account openings, including documentation, approvals, and system setupManage account transfers and changes from initiation through completionCoordinate cash management, contributions, withdrawals, recurring payments, and related trade or settlement follow-upReview transactions, reconciliations, and corporate actions, investigating and escalating issues promptlyCollaborate effectively with Portfolio Managers, Associates, custodians, and internal teamsProvide reliable coverage, share knowledge, and support Portfolio Managers and colleagues with daily priorities, process improvements,



and special projectsUse approved AI and automation tools responsibly to improve efficiency while maintaining confidentiality, accuracy, and appropriate oversightRequirementsPost-secondary education in business, finance, accounting, economics, or a related disciplineExperience in wealth management, investment administration, banking, or financial servicesExcellent client service, communication, and interpersonal skillsDemonstrated organizational skills, attention to detail, and ability to manage competing prioritiesDiscretion when handling confidential client and firm informationIntegrity, sound judgment, and a commitment to clients' best interestsCommitment to collaboration, respectful communication, and supporting colleaguesInitiative, analytical thinking, and practical problem-solving skillsProficiency in Microsoft Excel, PowerPoint and OutlookCompletion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course is strongly preferredThis 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.

📌 Associate, Private Client Group (Toronto)
🏢 Beutel, GoodmanLtd.
📍 Toronto