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Private Wealth Associate — Client Relations & Support

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CI Financial Corp.
📍 toronto, Canada
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Location toronto
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Posted June 01, 2026
🚗
Commute Local Area
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Job Description

A leading financial services company in Toronto seeks an Associate to support the Senior Principals in managing client relationships. The role requires 1-3 years in the financial services industry, preferably with customer service experience. Candidates should have a background in Commerce or mathematics, alongside strong administrative skills and Excel proficiency. This full-time role involves preparing meeting materials, ensuring accurate client transactions, and providing support for financial planning activities. Competitive salary and extensive benefits are included.
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📍 Location Details

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City
toronto
🗺️
Country
Canada
🚗
Commute
Local Area

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