Portfolio Associate, Private Wealth

Application Deadline: 02/26/2026

Address: 100 King Street West

Job Family Group: Wealth Sales & Service

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / Private Wealth branch and with business partners.

Responsibilities

• Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
• Expands the business growth potential of the team through telemarketing an...