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 robust 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.

📌 Wealth Management Associate at Burgundy (Toronto)
🏢 BMO Financial Group
📍 Toronto