Full-time
Private Wealth Associate — Client Relations & Support
Posted by CI Financial Corp. • toronto, on, Canada
About the Role
A leading financial services company in Toronto seeks an Associate to support the Senior Principals in managing client relationships. The role requires 1-3 years in the financial services industry, preferably with customer service experience. Candidates should have a background in Commerce or mathematics, alongside strong administrative skills and Excel proficiency. This full-time role involves preparing meeting materials, ensuring accurate client transactions, and providing support for financial planning activities. Competitive salary and extensive benefits are included.
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