Pay Rate: $33
Location: Toronto ON
Job Type: Contract
Our client, a financial institution, is looking to hire a Portfolio Associate, Private Wealth, on a 6-month contract. This position is hybrid, 2 days in office, including Wednesdays. 
Responsibilities include:
  • Utilizing custom models for data processing
  • Operating within a portfolio management system
  • Assisting investment counselors by preparing portfolio proposals
  • Supporting senior team members with trading tasks, including GICs
  • Managing investments effectively
  • Assisting with client accounts and reports
  • Understanding and following compliance policies

To be considered for this role, our client is looking for someone with the following skills/qualifications:
  • Post-secondary degree in Business or Finance
  • 1-3 years of relevant experience in the investment or financial services industry
  • CFA, Level 1 or CSC is considered an asset
  • Strong investment management knowledge
  • Solid relationship management skills
  • Strong technical skills - Microsoft Office
If you are interested in this opportunity, kindly send your resume in MS Word format to today!

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