Associate
Public opening managed by TDS Personnel. You can apply directly through RBB without creating an account, or view the original posting.
- Recruitment agency:
- TDS Personnel
- Recruiter:
- Lindsey Title (l.title@tdspersonnel.com)
- Location
- Not publicly disclosed
- Work model
- Not publicly disclosed
- Employment type
- Permanent
- Experience level
- Not publicly disclosed
- Department
- Not publicly disclosed
- Function
- Not publicly disclosed
- Industry
- Investment management / wealth management
- Published
- 2026-10-05
Role description
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).
Other openings at this employer
Public opening managed by TDS Personnel. RBB receives direct applications for sharing with the recruiter or agency responsible for the opening. Original posting