Senior Private Client Associate
Toronto, ONFull Time
PQ
Prime Quadrant
3+ YOEPrime Quadrant needs candidates with three or more years in wealth management, private wealth or investment operations, a finance-related bachelor's degree, and strong portfolio, trading and cash management knowledge. Schwab platform expertise is strongly preferred, and CFA or CIM progress is an asset.
Schwab, Salesforce, Addepar, Microsoft Excel