Associate, Wealth Management / Back-up Associate, Risk Management & Portfolio Analytics

TDS Personnel; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading investment management firm in downtown Toronto is looking for a Wealth Management Associate to support Client Portfolio Managers and handle trade orders. The ideal candidate has advanced Excel skills, a commitment to client relationships, and a university degree. This position is designed to evolve into a client-facing role, offering competitive compensation ranging from $100,000 to $150,000 depending on experience.

Qualifications

• Strong data management skills with the ability to analyze large data sets.
• Client-focused with exceptional communication abilities.
• Knowledge of equity and fixed income products.

Responsibilities

• Prepare trade orders and execute cash flow transactions.
• Monitor accounts and recommend rebalancing when necessary.
• Generate reports on performance and account data.

Skills

Advanced Excel

Verbal and written communication skills

Data management skills

Relationship-driven approach

Attention to detail

Education

University degree

Progress toward CFA (Level I or higher)

Tools

MS Office Suite (Excel, PowerPoint, Word)

CRM systems (e.g. Evolution, Satuit)

Job description

Our client, a downtown investment management firm requires a Wealth Management Associate to join their team. This role will be supporting Sub-Advisory and High-Net-Worth business channels

and report into the Head of Wealth Management. This role supports Wealth Management Client Portfolio Managers and the administration team, but is designed to grow into a client-facing role. This role will also provide back-up support to the Risk Management & Portfolio Analytics Department.

Responsibilities:

• Prepare trade orders, including rebalancing and block trades, for approval to align portfolios with targets and models.
• Execute client cash flow transactions and monitor accounts to ensure timely settlement.
• Manage and update SMA models, implementing Portfolio Manager-directed changes and communicating them to program sponsors via email/portals (e.g., Envestnet, Wealth360).
• Monitor accounts versus policy benchmarks and investment models; analyze asset mix and performance.
• Recommend rebalancing where client allocations deviate from thresholds.
• Maintain in-depth knowledge of SMA client models, policies, third-party systems, and CRM records (Satuit).
• Prepare monthly, quarterly, and annual reporting packages for sub-advisory SMA clients.
• Collaborate with Client Portfolio Managers and senior leadership to ensure exceptional service.
• Support Client Service Managers with client inquiries, account openings, reporting, and tax documentation.
• Maintain strong relationships with SMA program sponsors and vendors; adapt to platform/tech changes.
• Generate reports on business unit AUM, account flows, and model updates for internal stakeholders.
• Fulfill ad hoc reporting requests as needed.
• Calculate daily performance for firm and review NAV accuracy.
• Manage account openings/closures and update performance mandates.
• Generate and analyze performance reports across investment teams; identify and resolve discrepancies.
• Deliver accurate and timely monthly reports on risk, holdings, and attribution; ensure data reconciliation and return verification.
• Maintain and update presentation decks, strategy profiles, fact sheets, and other materials for clients and business development.
• Keep consultant and client databases current with performance, characteristics, and AUM data.

Qualifications:

• Progress toward CFA (Level I or higher), CIM, or CFP strongly preferred.
• Entrepreneurial approach and interest in portfolio management and business development.
• Advanced Excel and solid skills in PowerPoint and Word.
• Client-focused and relationship-driven.
• Strong data management skills with the ability to interpret, analyze, and draw insights from large data sets.
• Proven ability to prioritize and complete multiple tasks efficiently.
• Exceptional verbal and written communication skills.
• Strong attention to detail, leading to high level of accuracy in all work.
• Solid working knowledge of equity and fixed income products for investment management industry.
• Investigative/inquiring nature with good problem-solving skills and the ability to work with minimal supervision.
• Team player able to work with colleagues in Client Service, Operations, Investments, Marketing, Business Development, and other departments.
• Familiarity with portfolio systems (e.g., Evolution, Envestnet) and investment products.
• University degree and excellent English communication skills (French an asset).
• Strong MS Office skills; PowerPoint and Excel proficiency required.
• Experience with Evolution and Satuit CRM is an asset.

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; [e-mail]

If you are already registered with TDS Personnel please contact your Consultant

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

$100-150k (based on experience) | Full-time, Permanent