Job Title

Firm DescriptionPrime Quadrant serves over 240 affluent families, with approximately CAD 22 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.Our culture is the Prime Quadrant PATH Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. We are seeking a talented person with aligned values to join our team.The OpportunityThe successful candidates will join dedicated practice groups that provide portfolio management and financial consulting services to affluent families. Their responsibilities will focus on supporting a Senior Consultant within an existing practice group and coordinating and guiding Private Client Associate(s). The successful candidate will be interested in pursuing a long-term career providing advice to affluent families. This role provides an excellent career-building opportunity in a growing organization.QualificationsRequired Qualifications:A minimum of 5 years of relevant experience in the financial services industryCompleted relevant investment management experience towards being able to be registered as an Advising Representative or Associate Advising Representative with the firm(1)Successful completion of the CFA Level 1 exam or CIM designationPrioritized Qualification:Successful completion of at least two exams towards either the CFA designation or the CAIA designation.Key AttributesOrientation towards helping people reach their goalsEnjoys working as part of a teamExcellent verbal and written English communication and listening skillsHigh degree of accuracy and organizationAdaptable and flexible to work as needed by clientsAble to multi-task, prioritize and collaborate in a fast-paced team environmentStrong aptitude towards mentoring young professionalsDesire to take part in special projects that elevate the client and team experienceSelf-startingIntellectual curiosityPotential to lead client relationships over timePrimary ResponsibilitiesClient RelationshipsSupporting a Senior Consultant on relationship management for existing client familiesCreating, reviewing and/or presenting materials for client meetings.Portfolio management responsibilities for client families on a discretionary and non-discretionary basis.Assisting a Senior Consultant to identify and advance client family priorities beyond their investment portfoliosAssisting a Senior Consultant on business development opportunitiesStrategic Investment PlanningDrafting and/or reviewing Investment Policy StatementsPresenting selected planning considerations to client familiesSupporting ongoing advice and analysis related to asset allocation and portfolio construction.Analyzing client families existing investments to evaluate their alignment with overall risk- and return objectives.Investment RecommendationsSupporting the recommendation of investment opportunities to client families within the context of their objectives, needs and overall assets.Coordinating with client families tax advisors to help them assess asset placement considerations.Overseeing proper investment execution for client allocations, in concert with your practice group, the Client Service Team and the and Operations Teams.Reporting and MonitoringAnalyzing and liaising with the Investment Team to provide client families with ongoing monitoring information on their investments.Overseeing client families Prime Quadrant investment reporting and generating custom portfolio related reports and analysis.Coordinating with internal team members to ensure all client reporting is presented accurately.CompensationIndustry competitive base salary with a performance-based bonus structure.Health benefits via participation in the firms health spending account.Entitled to receive awards under the firms Key Exemplary Employees Plan as per its terms and conditions, and/or such other plan as may be in place from time to time.Up to $1,000 per annum relevant continuing education expense.Career advancement with demonstrated performance.3 weeks vacation per annum.Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.