Enhance your career in wealth management with Burgundy Asset Management as an Associate in Toronto. Collaborate with Investment Counsellors and deliver exceptional client service in a dynamic team environment.
This Associate role reports to the Vice President, Private Client Operations, and involves supporting day-to-day administrative tasks. You will coordinate with Investment Counsellors, assist in generating high-quality client materials, and ensure compliance with policies while gaining exposure to Burgundy's investment strategies.
Key Responsibilities:
- Support Investment Counsellors by preparing client materials
- Conduct research for investment proposals and marketing requests
- Maintain accurate client records in the management system
- Build strong relationships while adhering to compliance policies
- Collaborate within teams to complete responsibilities
Requirements:
- Minimum 2 years in investment or financial services
- Post-secondary degree required
- CFA or CFP designation preferred or willingness to pursue
- Proficiency in Microsoft Office applications
- Excellent organizational and interpersonal skills
Utilize your skills in investment services, administrative support, and client relationship management at Burgundy Asset Management in Toronto.
Wealth Management Associate at Burgundy in Toronto employer: BMO Financial Group
BMO is an exceptional employer that fosters a culture of respect, collaboration, and innovation, making it an ideal place for a Senior Compliance Manager to thrive. With comprehensive benefits including health insurance, tuition reimbursement, and retirement savings plans, employees are supported in their professional growth and well-being. The dynamic work environment in downtown Toronto not only offers access to a vibrant city life but also provides ample opportunities for networking and career advancement within a globally recognized financial institution.
