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Associate, Wealth Management

  • Permanent
  • Date Posted: January 27, 2026
  • Salary: 100k

Our client is seeking an experienced and highly organized Associate to support in the preparation and delivery of wealth management and financial planning services to high-net-worth clients. This role is execution-oriented and detail-driven, with responsibility for client meeting preparation, analysis, coordination, and follow-through.

The Associate plays a critical role in ensuring accuracy, responsiveness, and consistency across client interactions, allowing the Portfolio Manager to remain focused on relationship leadership, investment oversight, and strategic advisory work.

Responsibilities :

  • Support the Portfolio Manager in preparing financial planning and wealth management materials for client meetings.
  • Prepare portfolio review packages, planning summaries, and presentation materials.
  • Coordinate client review meetings, including scheduling, preparation, documentation, and post-meeting follow-up.
  • Assist with investment portfolio reviews, including portfolio attribution, performance analysis, and ongoing monitoring.
  • Manage day-to-day client requests and inquiries with professionalism, discretion, and attention to detail.
  • Liaise with internal teams to ensure timely execution of client-related deliverables.
  • Maintain accurate and up-to-date client records, documentation, and workflows in the firm’s CRM and systems.
  • Support ongoing process improvements and contribute to a high standard of client service.
  • Engage in ongoing learning and professional development to build technical and advisory skills.
  • Take on additional responsibilities as required to support the Portfolio Manager and evolving team needs.

Qualifications:

  • 3–5 years of experience in a client-facing or support role within a wealth management or financial services firm.
  • Bachelor’s degree with emphasis in personal finance preferred
  • Proficiency with Word, PowerPoint and Excel (formulas, graphs, pivot tables)
  • Exposure to investment management, financial planning, and tax planning.
  • Canadian Securities Course (CSC) required.
  • Excellent written and verbal communication skills.
  • Strong comfort working with numbers and financial data, supported by an analytical mindset.
  • Strong interpersonal skills with a service-oriented approach to client interactions.
  • Resourceful self-starter who takes accountability for work and outcomes.
  • Ability to thrive in a dynamic, fast-paced, and deadline-driven environment.
  • Ability to manage competing priorities while maintaining focus on detailed, complex tasks.
  • Professionalism, sound judgment, and the ability to collaborate effectively under pressure.

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey; l.title@tdspersonnel.com

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TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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