Articling Student

UBS; Toronto; On-site; CAD 50,000; Full time

Job summary

A leading global wealth manager is seeking an articling student for a 12-month contract role starting July 2026 in Toronto, requiring on-site presence at least three days a week. Responsibilities include preparing private placement reports, supporting wealth plans, and contributing to compliance initiatives. Ideal candidates will have completed courses in tax law, trusts, and securities law. The position offers an annual gross salary of CAD 50,000.

Qualifications

• Knowledge of tax law, trusts/estates, and securities law.
• In-depth corporate law coursework is an asset.

Responsibilities

• Prepare and file private placement reports for regulators.
• Assist with Wealth Plans, including tax and estate planning.
• Support compliance measures for product lines.
• Participate in committees addressing legislative changes.
• Contribute to new product launches focusing on regulations.
• Assist with trust establishment in collaboration with UBS Trustees.

Skills

Completion of courses in tax law

Trusts/estates understanding

Securities law knowledge

In-depth corporate law coursework

Job description

Job Reference #

332135BR

City

Toronto

Job Type

Temporary / Contract

Your role

Join our Wealth Planning department as an articling student. This 12-month contract begins July 2026, with on-site work in Toronto required at least three days per week. Include in your application a cover letter, resume, transcripts, and preferably two reference letters.

Your responsibilities are:

• prepare and file private placement reports for select products sold to Accredited Investors and Permitted Clients with provincial regulators
• assist with Wealth Plans, including tax, trust, and estate planning; update brochures and internal documents
• support “Know Your Product” initiatives and other compliance measures for product lines
• participate in committees addressing legislative amendments impacting offerings and clients (e.g., Reporting Requirements under the Income Tax Act, National Instrument 31-103, internal policies for US Person clients)
• contribute to new product launches, focusing on securities law and tax law considerations
• assist with the establishment of trusts in collaboration with UBS Trustees

Your team

Join the Wealth Management Canada Wealth Planning team, supporting UBS Bank (Canada) and UBS Investment Management Canada Inc. Collaborate closely with client advisors to complete wealth plans. UBS fosters a client‑centric culture built on excellence, integrity, collaboration, and innovation. In this role, you will partner with business colleagues to help achieve organizational objectives.

Your expertise

• completion of courses in tax law, trusts/estates, and securities law
• in‑depth corporate law coursework is an asset

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more.

Salary information

The indicated gross base salary for this role is CAD 50000 /annum

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [e-mail] or phone [phone], option 2, option 5, option 1.