Associate Consultant

About Prime Quadrant

Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

The Opportunity

We are looking for a highly organized, client-focused professional to join our Family Office Solutions team as an Associate Consultant. In this role, you will play a key part in supporting families with client service, reporting, administration, and accounting/tax compliance needs.

You will also work in collaboration with our Investment Consulting, Operations, and Compliance teams, gaining exposure to the full range of services we provide. This is a career-building opportunity in a growing organization where your contributions will be valued, and your professional development supported.

Key Attributes

• Self-starter and self-motivated, with the ability to work independently and take initiative

• Enjoy working as part of a collaborative team and bring a positive, solutions-oriented mindset

• High degree of accuracy and organization, with strong attention to detail and thorough documentation skills

• Excellent verbal and written communication skills to effectively interact with clients and internal teams

• Able to multi-task, prioritize, and collaborate in a fast-paced environment

• Strong process orientation and ability to follow through on commitments

• Adaptable and flexible to work as needed by clients

• Ability to handle complex issues and escalate as needed with a sense of urgency

• Genuine client-service orientation - you get energy from helping people

• Intellectual curiosity and motivation to learn

Qualifications

• CPA Designation

• University degree

• Experience in a financial services organization

• Ability to manage multiple tasks and prioritize effectively to meet deadlines

• Proficiency with Microsoft Office (Excel, Word, PowerPoint, OneNote, Teams)

• Proficiency using digital tools for task management and documentation

• Strong English writing and oral communication skills

• Demonstrated interest in the wealth management industry

• Bilingualism is an asset

Primary Responsibilities

Client Relationships

• Support a Senior Consultant on relationship management for existing client families

• Create, review and present materials for client meetings

• Assist a Senior Consultant to identify and advance client family priorities beyond their existing services

Financial Reporting

• Coordinate with internal team members to ensure all client reporting is presented accurately

• Review bookkeeping to ensure accuracy of transactions and reconciliation of inter-entity accounts

• Coordinate preparation and distribution of client reporting for cash flow, financial and investment needs

Cash Flow Management

• Review account reconciliations and pro forma cash flow estimates

• Oversee the coordination of cash transfers and investment funding requirements with private bankers

Financial Administration

• Support team members to interpret third party statements and legal documents

• Review and support new bank and investment account openings, credit reviews and insurance applications

• Oversee vendor payments and Canada Revenue Agency remittances

Tax Compliance Support

• Support the compilation and review of tax documents and schedules, including annual reconciliations of tax slips to client family general ledgers

• Coordinate annual tax filings with client families’ tax advisors by providing supporting documents, responding to inquiries, and reviewing draft filings

• Provide support for Canada Revenue Agency audit and assessment reviews

Compensation

• Annual base salary ranging from $100,000-$115,000

• Performance-based bonus structure

• Career advancement opportunities based on performance

• Comprehensive health benefits

• Retirement plan

• Up to $1,000 per annum for relevant continuing education

• Up to $600 per annum for wellness

• Three weeks’ vacation per year

• Paid sick and personal days, plus a volunteering day

This job posting is for an existing vacancy. Artificial intelligence may be used during the hiring process.

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodation for persons with disabilities. If you require accommodation in order to apply for any job opportunities or require this posting in an additional format, please contact us at careers@primequadrant.com.

If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

*For many of our clients, we provide consulting services for all of their assets and use the Assets Under Consultation metric of measurement as we believe we have an impact on all assets held by clients, whether or not we directly introduced those assets to them. Assets Under Consultation is different from the more traditional Assets Under Management metric of measurement