Associate, Investor Relations

TDS Personnel • Toronto, Ontario, Canada • Posted March 23, 2026

Location Toronto, Ontario

Job Type Full-time, Permanent

Category Advertising, Marketing, Promotions, Public Relations, and Sales Managers

Posted March 23, 2026

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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