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Hanover Private Client Corporation

Investment Associate

Canada-Ontario-Toronto

We are located in the downtown Toronto core.1535296

Company Information

Hanover Private Client Corporation is a boutique financial firm that specializes in portfolio management, financial counselling, risk management and the implementation of advanced financial plans for private clients. As a multi-family office, we serve business owners, senior professionals and executives, and estate trustees. Our clients turn to us to resolve their investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns.

About us:

  • Our clients place a high level of trust in us as we act as their personal financial confidant
  • Our strategic advantage is to ‘out-think’ our competition
  • We believe that it’s imperative to create and live in a continuous learning environment so that we can continue to offer our clients the service they have come to expect
  • We are resourceful and think ‘big picture’
  • We offer an open door for questions and mentoring to make you the best you can be
  • We offer the opportunity to be involved in more variety than traditionally offered within larger firms.
  • We are located in the downtown Toronto core

To learn more, please visit us at: www.HanoverPrivate.com


Job Description

The fit and opportunity: We are a small firm with a clear niche. If you are seeking to work closely with clients to manage their portfolios, have a broad scope of work, be directly involved in setting the growth strategy of the firm, strive to continuously stay on the leading edge, love to out-think your competition, have professional judgment and the freedom to work on diverse and different projects, then we’d like to hear from you.

This is a newly created role due to growth and future succession planning. 

Primary responsibilities:

  • Portfolio management
  • Financial planning
  • Client relationships
  • Portfolio Administration
  • Firm Operations 

Education and experience: We are seeking a CPA, CA or CPA combined with 2 to 3 years of experience, preferably in financial or investment planning, audit, portfolio management or the wealth management profession. Completion of CFA Level 1 would be an asset.  

About you:

  • You have strong analytical skills and the ability to research, find pertinent data and collate information
  • You have a solid understanding of personal and corporate tax structuring as well as finance and portfolio theory
  • You are at ease interacting with senior-level clients and understand the importance of discretion and confidentiality
  • You are self-motivated and instinctively take initiative and ownership of tasks
  • You are technically savvy

Contact Information

Hanover Private Client Corporation
Posting Date: 07-Sep-2017Accounting and Finance Permanent, Full-Time Open 1Member02-Oct-2017
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