149 Private Client jobs in Canada

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The Supervisor will oversee the day-to-day operations of the Private Client Services team and will be responsible for leading, coaching, motivating and developing a team of Senior Service Coordinators toward achieving departmental service standards and organizational goals. The incumbent will build and maintain strong-relationships with key stakeholders, including Investment Counselors, advisors, external custodian contacts, and other business unit leaders. Will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner.

WHAT YOU WILL DO

• Actively monitor and manage the activities of the service team to ensure service levels are met.
• Promote service excellence by consistently evaluating, processes, procedures and/or practices and identifying potential for improvement.  Communicate findings/recommendations and assist in the implementation/coordination of needed changes.
• Keep current on industry updates, custodian announcements, product changes, and updates to policies and procedures. Effectively communicate updates and changes to both internal teams and external contacts. 
• Monitor, coach, motivate, and provide career development to their team.  Actively engage in succession planning through identifying and mentoring upcoming leaders.
• Actively manage employee performance by establishing employee goals and conducting periodic performance review and assessments.  Take necessary disciplinary action when applicable.
• Foster a climate of mutual respect, open communication, approachability, as well as fair and consistent treatment of SSCs.
• Build a good rapport with staff, peers, and other department units.
• Handle escalated inquiries as well as customer complaints and identify most optimal corrective action.  Ensure proactive escalation of issues requiring upper management attention.
• Review daily trade approvals for high dollar value transactions.
• Actively participate in regular meetings and maintain an open communication with other business units.
• Assist with long and short range staffing forecast and actively participate in employee recruitment.
• Other projects as needed.

WHAT YOU WILL NEED

Experience:

• Minimum of 2 years progressive experience in a Financial/Client Service role
• Leadership experience in a client service, administration, or operations role preferred
• Dealership experience is considered an asset

Education/Training:

• Post-secondary education
• Successful completion of the Canadian Securities Course or IFIC Sales Course

Knowledge, Skills & Abilities:

• Strong understanding of CI’s products, policies and procedures;
• United Financial product knowledge is considered an asset
• Strong organizational skills and ability to multi-task
• Strong analytical and problem-solving skills
• Strict attention to detail and ability to meet tight deadlines
• Willingness and ability to make decisions
• Good judgment skills
• Excellent coaching and mentoring skills
• Excellent relationship-building skills
• Excellent communication and leadership skills
• Excellent PC skills
• Ability to delegate effectively
• Keep current on company news and industry trends

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

WHAT YOU WILL DO

• Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-clients 
• Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner 
• Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible 
• Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN) 
• Submit accurate and complete trade requests prior to 2:00pm and seek appropriate approvals and where applicable (depending on the ICs/region assigned) 
• Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries. 
• Assist with various reporting requests from the field (ie. client statements, trade confirms and tax packages) 
• Assist in special projects and various campaigns where applicable.

• Completion of post-secondary education in Business or a related discipline
• CSE required, CFA nice-to-have
• Experience in the investment industry; Private Client or high net worth industry experience considered an asset
• Mutual fund and securities industry knowledge
• Exceptional customer service and relationship-building skills
• Exceptional written and verbal communication skills
• Ability to work in a high-pressure environment
• Ability to be resourceful and work independently 

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Paid Volunteer Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Private Client Billing Analyst to join our Financial Operations - Private Client team. Part of the team led by the Director, Financial Operations – Private Client, the successful candidate is primarily responsible for providing administrative and analytical support for processes related to Private Client Billing Cycle, Corporate Reporting, Day-to-Day Operations, and other requests associated to the billing of our high-net-worth clientele under the Assante Private Client and CI Private Wealth platforms.

WHAT YOU WILL DO

Private Client Billing – Day-to-Day Operations

• Process and QC daily, monthly and quarterly reports, and assist Manager with data gathering and investigation of the special billing cases during the quarter
• Create and manage Private Client billing families, ensuring groups are linked according to established business and compliance parameters
• Ensure accurate and timely setup of the fee schedules, fee directions, credit notes, and fee deals
• Investigate, process and QC fee-related requests, including fees calculated for terminations, in collaboration with your team
• Support your team with quality control efforts and assist in special projects throughout the year, as assigned
• Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Corporate Finance, Trust Accounting, Compliance, IT and other internal departments via phone and email on billing-related requests

Private Client Quarterly Billing Cycle

• Assist Private Client Financial Operations with the administration of our quarterly billing process
• Liaise with Private Client Administration, Service, custodians, IT, etc. to ensure a seamless production run
• Prepare Quarterly Billing Cycle reconciliation and email templates

Corporate Reporting, Process Enhancements and Others

• Assist Manager with quarterly/yearly/historical data gathering, analysis and documentation for Corporate Finance, Compliance, Internal and External Audit

WHAT YOU WILL BRING

• Post-secondary education in Business, Finance, or a quantitative-related discipline
• 2+ years of relevant experience within the Financial Services industry
• Strong analytical thinking, organizational, problem-solving, and time-management skills, combined with a high accuracy and attention to detail, committed to data accuracy and integrity
• Knowledge of billing processes and billing applications (Triple A, Pario) is a definite asset
• Proficiency in Microsoft Office, including Intermediate Excel skills
• Mutual funds/securities knowledge, Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (i.e., CFA) is an asset
• Self-motivated with the ability to work under pressure with demanding workloads and under minimal supervision
• Good relationship management skills
• Ability to multitask in a fast-paced environment

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Paid Volunteer Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Job Description

Agentis Capital Advisors is looking to hire an experienced Investment Banking Analyst for the office in Toronto, ON.

Overview

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart.

Job Details

• Base Salary: $120,000 per annum

• NOC Group: 11101

• NOC Job Title: Financial Analyst

• Job Type: Full Time, Permanent

• Language: English

• Position Available: 1

• Job Location: 810-18 King Street East, Toronto, ON M5C 1C4

• Desire Start Date: Immediately

• Hours of Work: 40 hours/week, Monday through Friday, 9:00AM - 5:00PM

Job Description

As an integral member of the advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.

Your role will include:

• Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments

• Developing complex financial models for infrastructure transactions, including the use of macros and VBA programming

• Assisting in the management of due diligence processes, including managing third-party advisors

• Developing asset valuations using a variety of approaches

• Preparing client presentations and actively participating in discussions

• Evaluating investment opportunities and management of existing investments

• Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies

• Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients

Job Requirements

• Completion of an undergraduate program with specialization in finance is required;

• Please highlight if you have post-graduation or equivalent formal education in finance;

• Prior investment banking experience is required;

• Prior experience in infrastructure advisory is required;

• Minimum one year of full-time work experience is required;

• Exceptional academic results (minimum cGPA of 80% or 3.7/4.0);

• Ability to concisely communicate complex concepts and ideas verbally and in writing;

• Ability to take initiative and work independently with minimal supervision;

• Desire to assume increasing levels of responsibility and seek solutions to complex problems;

• Committed to producing accurate and thorough work product under tight deadlines;

• Ability to learn quickly and adapt in a fast-paced work environment;

• Ability to work effectively in a team environment;

• Able to work under pressure and time constraints in a fast-paced environment.

Other Information

• Benefits include paid vacation, paid sabbatical, extended health benefits (including dental, vision, and drug), EAP, AD&D, basic life insurance, dependent life, and other minimum provincial benefits.

How to Apply

• Please apply via email.

• Applications must include your resume and a copy of your latest university transcripts.

• Only qualified candidates will be contacted.

• This position is open for newcomers to Canada, visible minorities, and Indigenous peoples.

Job Description

Salary:

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.

Qualifications:

• Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.
• At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.)
  
• Previous M&A or past internship experience
• Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses
• People and project management skills appropriate to the level
• Good financial modeling experience in Excel, basic or better PowerPoint skills
• Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time
• Passion for finance, investment banking, and e-commerce

Job Description

Salary:

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.

Qualifications:

• Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.
• At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.)
  
• Previous M&A or past internship experience
• Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses
• People and project management skills appropriate to the level
• Good financial modeling experience in Excel, basic or better PowerPoint skills
• Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time
• Passion for finance, investment banking, and e-commerce