Position: Associate Client Consultant

Location: Toronto

Type: Full Time

This posting is for an existing position that is currently vacant.

About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net

worth individuals, families and institutions protect and grow their wealth. Our expertise

spans three well-integrated service areas:

1. Asset Management,

2. Planning, Structuring & Trust, and

3. Specialized banking.

We are a unique firm in the way we combine the scale and capability of a large

global bank, with the continuity and genuine commitment to service of a boutique

firm.

Cidel is looking for a positive thinking, self-starter with a track-record of high achievement.

The Associate, Client Consultant will support members of the institutional and private

wealth teams in cultivating and stewarding client relationships. The role requires

knowledge of the operational and administrative requirements of client reporting across

a full range of investments. The successful candidate must be detail-oriented, with superior

analytical skills and a passion for administration. They should possess strong

communications skills and have solid analytical skills. Experience working with databases,

comfort building queries and a track record of developing reports will be key to success in

this role.

Areas of Focus will Include:

• Generate, review and distribute client asset and performance reports

monthly and quarterly;

• Maintain and develop client reporting tools;

• Investigate and respond to queries from clients, prospects and/or consultants;

• Promote efficiencies by contributing to the continuous improvement of processes and

procedures.

Requirements:

• A minimum of three years’ relevant experience;

• Strong sales and customer service orientation;

• Proficient in Microsoft office;

• Experience working and querying databases; (SQL is preferred);

• Comfort interacting with High-Net-Worth clients;

• Experience working with a CRM system (SalesForce is preferred);

• Understanding of financial services industry;

• Excellent oral and written communication skills, proven ability to produce market- ready documents;

• Ability to manage multiple, complex and high-profile projects with a keen

attention to detail, high degree of judgment, insight and discretion.

Relevant Qualifications

• Bachelor’s Degree in Commerce, Communications or Marketing;

• CSC;

• Financial experience is preferred;

• Proven experience collaborating with or within the Chinese communities in a

professional or service - oriented capacity;

• Fluency in Cantonese and/or Mandarin to support effective communication with

clients;

• In depth knowledge of Chinese cultural norms and community dynamics for respectful, culturally informed communication.

Please note that artificial intelligence (AI) tools may be used during the recruitment

process to assist in screening, assessing, or selecting applicants. All AI assisted

evaluations are conducted in accordance with applicable privacy and employment

standards.

We welcome applications from individuals of all abilities, backgrounds, and

experiences. Reasonable accommodations are available on request for candidates

taking part throughout the hiring process to support equitable access and participation.

Only successful candidates will be contacted.