Account Associate – GPI (Toronto, ON)

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Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of
clients ranging from private clients to institutions. Guardian Partners Inc. (“GPI”) is a multi-family office, often
referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra-high net worth
families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include
pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As
a trusted advisor for families, we work closely with our clients’ taxation, estate planning, and insurance advisors
delivering a holistic solution and client experience. The goals of our endowment and foundation clients reach
beyond investment returns and include social impact and social and societal good.
Guardian Partners Inc. presents a dynamic opportunity for a motivated individual who desires working in a
progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS:
Providing support to the Investment Counsellor team to assist in the managing of administrative aspects of
client relationships;


Preparing investment manager and custodian account opening documentation and coordinating the opening
of custody and investment manager accounts for new and existing clients;


Coordinating cashflows and transfers of assets to client accounts; and

Maintaining and updating client information including Know Your Client (KYC) documents.

*JOB SPECIFICATIONS:

 *
University degree – preferred major in business

0-3 years’ experience in the financial industry

Chartered Financial Analyst candidate preferred

Strong analytical and problem-solving skills

Excellent written and verbal communication skills

Strong time management and interpersonal skills

Understanding the team culture, and leverage the offering of GCG as required

COMPENSATION:
Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to hr@guardiancapital.com.
Guardian Capital is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with
disabilities. In compliance with AODA, Guardian Capital will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment
process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring
manager upon scheduling your interview.
We thank all applicants for their interest but only those selected for an interview will be contacted.

Job Type: Full-time

Work Location: Multiple Locations