Portfolio Assistant, Private Wealth

Application Deadline: 04/24/2026

Address: 2828 boul Laurier

Job Family Group: Wealth Sales & Service

Primary tasks in a summary

Execute operations in client portfolios

• Carry out transactions (purchases, sales, adjustments) based on advisor or client instructions.
• Ensure accuracy, timeliness, and compliance in every operation.

Analyze daily reports and data

• Review daily reports to identify anomalies, discrepancies, or required follow‑ups.
• Ensure positions, flows, and activities are up to date and consistent.

Open and maintain client accounts

• Prepare and complete account openings (new relationships, registered accounts, trust accounts, etc.).
• Perform regulatory updates and KYC information maintenance.

Prepare client meetings and administrative materials

• Gather required documents (portfolio summaries, mandates...