Client Experience Associate

Wellington-Altus•Toronto, ON

5d•CA$75,000 - CA$125,000•Onsite

About The Position

Gallant MacDonald operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis. The successful applicant will join a team exclusively focused on delivering exceptional service and investment returns to a select number of families and institutions. As a Client Experience Associate, you’ll be a go-to support for our team, helping us ensure everything runs seamlessly for our clients and internal operations. You’ll play a key role in creating efficiencies, delivering exceptional service, and keeping things organized behind the scenes.

Requirements

A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration.
5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment.
Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register.
Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams).
Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Nice To Haves

Experience in financial planning is an asset.
Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is a strong asset.
Experience with Salesforce, Croesus, and AI tools is an asset.

Responsibilities

Act as a friendly & knowledgeable point of contact for clients, ensuring their needs are met promptly.
Coordinate and complete follow-up actions with clients, keeping communication clear and professional.
Support Advisors by handling client inquiries, managing team projects, and communicating updates to ensure everyone stays informed and aligned.
Execute trading instructions as directed by the portfolio manager or upon client request.
Streamline processes by identifying efficiencies and tackling administrative tasks: preparing documents, updating records and supporting client file management.
Ensure client account information stays up-to-date, accurate, and compliant.
Proactively identify opportunities to improve team efficiency—whether it’s refining a process or automating a task.
Be a key member that keeps the team moving forward, supporting Advisors & Relationship Managers in achieving business goals.
Work independently but collaborate when it counts, ensuring the team can focus on what they do best.