Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992. We deliver tax-efficient, customized investment solutions through a team of portfolio managers in Vancouver, Calgary and Toronto. Social Media Legal Information and Disclaimer: Please read Guardian Capital’s full Social Media Legal Disclaimer and Commenting Guidelines at www.guardiancapital.com/social-media Before you invest in any Guardian Capital's investment fund please read its offering documents and most recent continuous disclosure documents available at www.guardiancapital.com/investmentsolutions or www.guardiancapital.com/institutional-investment-management/prospectused-funds or www.sedar.com Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds.
On-site · Toronto
The role involves supporting the private wealth management team by performing account reconciliations and maintaining reporting for high-profile clients. Responsibilities include managing trade errors, onboarding clients, and utilizing systems like Eagle and Salesforce for portfolio accounting.
