Family Office Associate
Toronto, ONPrime Quadrant
Candidates need a university degree or college diploma, ideally in finance, economics, or business, plus experience in financial services. Strong Microsoft Office skills, accuracy, and excellent English communication are required, with accounting or bookkeeping experience highly desirable.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, client reporting system
Product Enablement, Adoption & Communications Lead
Toronto, ONPrime Quadrant
5+ ansCandidates need 5+ years in product enablement, communications, adult education, change management or a related field. They need experience supporting software adoption and designing role-based learning. Strong facilitation and writing skills are required, and AI tool experience is strongly preferred.
AI tools, SaaS platforms
Senior Private Client Associate
Toronto, ONPrime Quadrant
3+ ansPrime Quadrant needs candidates with a bachelor's degree in finance, economics, business or a related field and 3+ years in wealth management or investment operations. Strong client service, analytical skills and Schwab, Salesforce and Excel experience are required, and a CFA or CIM is an asset.
Schwab, Salesforce, Addepar, Microsoft Excel