Associate Consultant

The successful candidates will join dedicated practice groups that provide portfolio management and investment consulting services to affluent families. Responsibilities will focus on supporting a Senior Consultant within an existing practice group and coordination with a dedicated Private Client Associate. The successful candidate will be interested in pursuing a long-term career providing advice to affluent families, and we believe this role provides an excellent opportunity in a growing organization.

Qualifications

Required Qualifications:

  • At least three (3) years of relevant work experience in the financial services industry.
  • Completed 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 designation.

Prioritized Qualification:

  • Successful completion of at least two exams towards either the CFA designation or the CAIA designation.

Key Attributes:

  • Orientation towards helping people reach their goals
  • Enjoys working as part of a team
  • Excellent verbal and written English communication
  • High degree of accuracy and organization
  • Adaptable and flexible to work as needed by clients
  • Able to multi-task, prioritize and collaborate in a fast-paced team environment
  • Desire to take part in special projects that elevate the client and team experience  

Primary Responsibilities

Strategic Investment Planning:

  • Drafting and/or reviewing Investment Policy Statements.
  • Presenting selected planning considerations to client families.
  • Supporting ongoing advice and analysis related to asset allocation and portfolio construction.
  • Analyzing new client families’ existing investments to evaluate their alignment with overall risk- and return objectives.

Investment Recommendations:

  • Supporting 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 Monitoring:

  • Analyzing 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 any custom portfolio analyses.
  • Coordinating with internal team members to ensure all client reporting is presented accurately.

Client Relationships:

  • Supporting a Senior Consultant on relationship management for existing client families
  • Creating, 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 portfolios.

Compensation

  • Industry competitive salary.
  • Performance-based bonus structure.
  • Health benefits via participation in the firm’s health spending account.
  • 3 weeks’ vacation per annum.

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[1] See CSA StaffNotice 31-332 for details.  

To be considered send resume and cover letter to:‍

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We are looking for the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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