Associate - PM And Client Servicing

Equate delivers sophisticated, customized investment portfolio solutions to private clients and institutional accounts through a highly collaborative team of experienced investment professionals. Our success is built not only on investment expertise, but on the strength of our client relationships, our professionalism, and our ability to execute consistently at a high standard.

We are in a growth phase and are intentionally building bench strength within our advisory team. This is an entrepreneurial environment where individuals are trusted with real responsibility, exposed to senior decision-makers, and expected to take ownership. We are seeking an eager, capable professional who wants to learn, grow, and build a long-term career in wealth management.

This role offers meaningful exposure to investment management, financial planning, and client relationship development, with the opportunity to expand responsibility over time based on performance, initiative, and demonstrated judgment.

The Associate Advisor & Client Management Specialist plays a key role in supporting Senior Advisors in delivering an exceptional, high‑touch client experience.

As a central point of contact for clients and internal stakeholders, you will be responsible for maintaining client accounts, coordinating portfolio-related activity, participating in the financial planning process, and ensuring all administrative and regulatory requirements are met with precision and care. This role requires strong professionalism, integrity, attention to detail, and a proactive mindset.

·        Serve as a primary day‑to‑day point of contact for clients, responding to inquiries in a timely, professional, and client‑focused manner

·        Build and maintain strong working relationships with clients, Portfolio Managers, Senior Advisors, and internal partners

·        Proactively manage follow‑ups, timelines, and key account deliverables to ensure commitments are met and expectations are exceeded

·        Maintain client accounts, documentation, and records in strict accordance with regulatory and compliance standards

·        Coordinate account transactions, transfers, and settlements with a high degree of accuracy and attention to detail

·        Liaise with operations teams, custodians, and external partners to resolve account‑related matters efficiently and professionally

·        Prepare meeting materials and coordinate meetings for Advisors and their clients or prospects

·        Assist with account reporting, client presentations, and written communications

·        Support the onboarding of new clients in collaboration with investment and operations teams

·        Actively participate in the collection, organization, and analysis of key client data related to financial planning and overall wealth strategy

·        Contribute ideas and solutions for client households related to tax efficiency, cash flow planning, and intergenerational wealth objectives

·        Effectively manage incoming communications and prioritize competing requests in a fast‑paced environment

·        Identify opportunities to improve client service processes and internal workflows

·        Contribute positively to a collaborative, high‑performing, and accountable team culture

·        Professionalism & Integrity: Demonstrates sound judgment, discretion, and confidentiality at all times; follows through on commitments

·        Self‑Starter / Proactive Mindset: Anticipates needs, takes initiative without being asked, and brings solutions forward

·        Client‑First Communication: Communicates clearly, respectfully, and confidently with clients and colleagues

·        Attention to Detail: Produces accurate, reliable work; understands the importance of precision in a regulated environment

·        Coachability & Growth Orientation: Seeks feedback, learns quickly, and applies coaching to continuously improve

·        Bachelor’s degree in Finance, Economics, Business, or a related discipline

·        3–6 years of relevant experience in wealth management, investment advisory, or portfolio support

·        CIM designation or currently working toward CIM; progress toward CFA considered an asset

·        Prior registration with a regulator is an asset

·        Strong knowledge of capital markets, investment products, portfolio construction, and wealth management strategies

·        Excellent written and verbal communication skills

·        Strong organizational skills with a demonstrated commitment to follow‑through

·        Proficiency with Microsoft Office; experience with portfolio management systems is an asset

·        Experience in the Canadian institutional or private wealth market preferred

·        Bilingual English/French is a bonus