Associate, Private Client Group

Beutel, Goodman & Company Ltd.; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

Beutel Goodman Private Client Group in Toronto is seeking an Associate to support Portfolio Managers and high-net-worth clients. You will act as a key contact for administrative matters, delivering timely, accurate, and confidential support to ensure a seamless client experience.

The role requires client-first mindset, strong technical knowledge, attention to detail, and a collaborative, proactive approach to help drive efficiency and service quality.

Qualifications

• Experience in wealth management or financial services.
• Excellent client service, communication, and interpersonal skills.
• Demonstrated organizational skills and attention to detail.
• Discretion with confidential client and firm information.
• Completion of CSC or IFIC course strongly preferred.

Responsibilities

• Provide exceptional client service through professional and timely communication.
• Prepare accurate client presentations, reporting packages, and other client-facing materials.
• Coordinate new account openings, including documentation, approvals, and system setup.
• Manage account transfers and changes from initiation through completion.
• Coordinate cash management, contributions, withdrawals, recurring payments, and related trade or settlement follow-up.
• Review transactions, reconciliations, and corporate actions, investigating and escalating issues promptly.
• Collaborate effectively with Portfolio Managers, Associates, custodians, and internal teams.
• Provide reliable coverage, share knowledge, and support Portfolio Managers and colleagues with daily priorities, process improvements, and special projects.
• Use approved AI and automation tools responsibly to improve efficiency while maintaining confidentiality, accuracy, and appropriate oversight.

Skills

Client service

Communication

Interpersonal skills

Organizational skills

Attention to detail

Discretion

Integrity

Collaboration

Initiative

Analytical thinking

Education

Post-secondary education in business, finance, accounting, economics, or related discipline

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

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, strong technical knowledge, attention to detail, and a collaborative, proactive approach to deliver a seamless client experience.

Key Responsibilities

• Provide exceptional client service through professional and timely communication
• Prepare accurate client presentations, reporting packages, and other client-facing materials
• Coordinate new account openings, including documentation, approvals, and system setup
• Manage account transfers and changes from initiation through completion
• Coordinate cash management, contributions, withdrawals, recurring payments, and related trade or settlement follow-up
• Review transactions, reconciliations, and corporate actions, investigating and escalating issues promptly
• Collaborate effectively with Portfolio Managers, Associates, custodians, and internal teams
• Provide reliable coverage, share knowledge, and support Portfolio Managers and colleagues with daily priorities, process improvements, and special projects
• Use approved AI and automation tools responsibly to improve efficiency while maintaining confidentiality, accuracy, and appropriate oversight

Requirements

• Post-secondary education in business, finance, accounting, economics, or a related discipline
• Experience in wealth management, investment administration, banking, or financial services
• Excellent client service, communication, and interpersonal skills
• Demonstrated organizational skills, attention to detail, and ability to manage competing priorities
• Discretion when handling confidential client and firm information
• Integrity, sound judgment, and a commitment to clients’ best interests
• Commitment to collaboration, respectful communication, and supporting colleagues
• Initiative, analytical thinking, and practical problem-solving skills
• Proficiency in Microsoft Excel, PowerPoint and Outlook
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course is strongly preferred

This 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 [e-mail]. A member of our HR team will reach out to you.