Associate
Offre publique gérée par TDS Personnel. Vous pouvez postuler directement sur RBB sans créer de compte, ou consulter l’offre d’origine.
- Agence de recrutement :
- TDS Personnel
- Recruteur :
- Lindsey Title (l.title@tdspersonnel.com)
- Lieu
- Non divulgué
- Mode de travail
- Non divulgué
- Type d'emploi
- Permanent
- Niveau d'expérience
- Non divulgué
- Département
- Non divulgué
- Fonction
- Non divulgué
- Secteur
- Investment management / wealth management
- Publié le
- 2026-10-05
Description du poste
Role overview: TDS Personnel is recruiting an Associate for a client in investment management. The role supports a Portfolio Manager in delivering wealth management and financial planning services to high-net-worth clients, with a strong focus on execution, analysis, meeting preparation and follow-through.
Key responsibilities include preparing portfolio review and financial planning materials, coordinating client reviews, supporting portfolio attribution and performance analysis, responding to client requests, maintaining accurate CRM records and helping improve internal processes.
Requirements include 3–5 years of relevant wealth-management or financial-services experience, the Canadian Securities Course and CFP designation. A bachelor’s degree with an emphasis in personal finance is preferred. Conquest Planning experience is required; Salesforce, Word, PowerPoint and advanced Excel are used. Progress toward QAFP, CIM, CFA Level I or LLQP is also relevant.
Public compensation: 125k. Application contact explicitly listed by TDS: Lindsey (l.title@tdspersonnel.com).
Autres postes chez cet employeur
Offre publique gérée par TDS Personnel. RBB reçoit les candidatures directes afin qu’elles puissent être transmises au recruteur ou à l’agence responsable du poste. Offre d'origine