Private Client Services Associate - Wealth Management

Franklin Templeton; Toronto; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An exciting opportunity awaits in a dynamic firm focused on wealth management. Join the Client Engagement team to deliver exceptional service to high-net-worth clients. This role involves collaborating with various teams to enhance client experiences and introduce innovative solutions. Ideal candidates will possess a strong background in financial services, excellent communication skills, and a proactive approach to client needs. Enjoy a supportive culture that values diversity and employee well-being while working in a hybrid environment split between Calgary and Toronto. If you're passionate about making a positive impact, this role is perfect for you.

Benefits

Employee well-being programs

Learning opportunities

Flexible work schedule

Diversity and inclusion initiatives

Qualifications

• 2-6 years of experience in financial services, preferably in wealth management.
• Bilingual in English and French is preferred for client interactions.

Responsibilities

• Assist with client requests, meetings, and documentation.
• Support portfolio managers and enhance client experience through insights.

Skills

Client Service

Communication Skills

Sales and Marketing Mindset

Bilingual (English / French)

Interpersonal Skills

Multi-tasking

Education

University or College degree

Canadian Securities Course (CSC)

Job description

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Fiduciary Trust Canada and its predecessors have been successfully providing customized wealth management solutions to affluent Canadians for over 35 years. We are investment counselors and estate planning experts who help clients preserve, grow and transfer their wealth. A trusted and proven private wealth boutique, backed by the global strength and expertise of a global investment leader Franklin Templeton Investments.

Position Summary:

An exciting opportunity is available to join our Client Engagement team, which is responsible for delivering services to our private wealth clients across Canada. As part of our client-centric strategy within Canada Distribution, you will collaborate closely with the client service teams to deliver world-class service and ensure an exceptional client experience. You will partner with marketing, global distribution support & operational functions, investment & product teams, and related third parties to deliver high-quality service, bringing client knowledge and insight to all support activities. A focus on efficiencies is essential; you will be tasked with introducing new and innovative ideas to enhance current processes and improve how we service clients.

The Private Client Services Associate (PCSA) is client-focused and responsible for delivering high-quality service to Private Wealth clients (high-net-worth individuals). PCSAs are responsible for the day-to-day administration of client relationships for private wealth clients in Canada. Ideal candidates will be located in Calgary, Alberta but may consider candidates based in Toronto as well.

What are the ongoing responsibilities of a Private Client Service Associate?

1. Client Service: Assist with a variety of tasks, including requests for proposals, account opening, coordinating client meetings, proactive service activities, preparing meeting material, responding to client inquiries, process documents and correspondence.

2. Manage and respond to requests from clients, working with internal partners to ensure client’s expectations are met and responses are handled professionally and efficiently.

3. Support a team, including the Associate Portfolio Managers and Portfolio Managers with a variety of daily tasks, special initiatives and projects.

4. Provide insights to the distribution team to improve the client experience and develop process efficiencies.

5. Trade/Account Management: Responsibilities include account set-up, fee and performance reporting, trade submissions, coordinate/track compliance and audit requirements.

6. Sales Support: Coordinate sales meetings, preparing presentations and sales materials.

What ideal qualifications, skills & experience would help someone to be successful?

1. University or College degree or equivalent relevant financial services experience.

2. 2-6 years of financial services experiences (e.g. in the mutual fund, banking, wealth management, or securities industry).

3. Canadian Securities Course preferred (CSC).

4. Bilingual (English / French); ability to speak French preferred.

5. A sales and marketing mindset with the ability to identify client needs and position solutions that address those needs.

6. Strong interpersonal, verbal, and written communication skills.

7. Ability to work independently and within a team environment.

8. Strong multi-tasker who can respond rapidly and effectively to requests.

9. Positive and proactive approach with the ability to maintain confidentiality.

10. Ability to work in our Calgary, Alberta office or our Toronto office two to three days per week (hybrid work schedule).

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [e-mail]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.