About this role
Private Wealth Associate at Fil. Location: Toronto or Mississauga. Role: managing accounts, supporting portfolios, maintaining relationships Requirements: 2+ years in wealth management/private banking/investment operations, university degree in finance/economics/business or equivalent, proficiency with MS Suite, CRM systems and portfolio management platforms, strong communication and client service skills, Canadian work authorization required. Category: Finance and Accounting Seniority: Entry Level Tools: MS Suite, CRM systems, portfolio management platforms Certifications: cfa, cfp, cim Commitment: Full Time Workplace: Hybrid Languages: English