Senior Private Client Associate
Toronto, ONFull Time
PQ
Prime Quadrant
3+ YOEPrime Quadrant needs candidates with a bachelor's degree in finance, economics, business or a related field and 3+ years in wealth management or investment operations. Strong client service, analytical skills and Schwab, Salesforce and Excel experience are required, and a CFA or CIM is an asset.
Schwab, Salesforce, Addepar, Microsoft Excel