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Associate, Investor Relations

🏢
TDS Personnel
📍 Toronto, Canada
📍
Location Toronto
📅
Posted March 23, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Job Description:

Our client, a downtown investment firm requires an Associate, Investor Relations to join their team.

Responsibilities:

  • Lead the planning and execution of Investor Day and client events, including venue selection, vendor management, and full logistics coordination.
  • Manage client onboarding and account administration, including subscription/redemption processing, documentation (KYC, suitability, W-8BEN, etc.), account transfers, and maintenance of various account types (individual, joint, corporate, registered plans).
  • Provide professional servicing to new and existing clients by responding to inquiries promptly, calculating returns/fees, addressing tax questions, and proactively identifying client needs.
  • Maintain and update the firm’s CRM (Salesforce), client portal, and documentation, ensuring accuracy, completeness, and compliance.
  • Prepare and distribute client communications and reporting (monthly/quarterly stateme...

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    📍 Location Details

    🌆
    City
    Toronto
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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