Client Associate, Private Wealth Management

Location: Quebec City

Position: Permanent, full-time (37.5 h/week), hybrid schedule

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Duties and responsibilities

• Provide proactive, exemplary service to clients by email, by phone and in person
• Coordinate meetings and activities with the manager’s current and prospective clients: help set agendas and key topics, prepare documentation and complete follow-up tasks after each meeting
• Research and analyze potential securities, general news and economic trends
• Prepare performance reports
• Work with the compliance team with integrity and transparency as needed
• Review client files to ensure compliance requirements are met
• Attend client meetings at the portfolio manager’s request
• Contribute to your team’s growth: build your business network and take part in corporate events with your team

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Qualifications

• DEC in financial services OR bachelor’s degree in administration, finance profile OR relevant professional experience
• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) OR completion of CFA Level I
• Work experience in financial services or wealth management, an asset
• Excellent knowledge of the Office suite
• Excellent communication skills and ability to explain complex topics simply (written AND verbal)
• Impeccable ethics

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Working conditions

• Permanent, full-time position, 37.5 hours per week
• Hybrid schedule
• Based in Quebec City
• Competitive salary
• Excellent benefits package (group insurance, RRSP, wellness program, flexible leave and summer hours)
• Support and guidance in reaching your professional goals
• Continuing education

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Please send your application, including your résumé and contact information, to rh@eterna.ca.