Jobs in Canada

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Added 24 mins ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Entrust Financial Services is an independent financial advisory firm focused primarily on wealth management and financial planning for individuals, corporate clients, charities, and…
Added 3 hours ago
MW
Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
As a Junior Wealth Management Advisor, you will begin by learning the foundations of the industry while developing your own client base from the ground up. This role requires a high level…
Added 6 hours ago
M
Senior Advisor Onboarding & Transitions Specialist
Manulife
Montreal, QC
- Full-time
Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field…
Added 7 hours ago
Senior Fund Accountant (12-Month Contract)
Nicola Wealth
Vancouver, BC
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention…
Added 9 hours ago
DS
Senior Investment Analyst
DeeCon Service
Toronto, ON
- Full-time
Our client is a growing Canadian alternative investment and wealth management firm focused on private markets, with its own fund-of-funds platform. It serves high-net-worth clients across…
Added 9 hours ago
R&
Senior Recruiter- Technology Strong talent advisor
Robertson & Company Ltd.
Toronto, ON
- Contract
8 years of Recruitment experience required
Added 10 hours ago
AC
Senior Wealth Management Advisor | Financial Planner - Mainstreet Credit Union
Ahria Consulting
Sarnia, ON
- $77,080 to $128,467 CAD / year
- Full-time
Ahria Consulting is pleased to partner with Mainstreet Credit Union in the search for a Senior Wealth Management Advisor | Financial Planner (Full-time) to serve members across Sarnia and…
Added 10 hours ago
MC
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Canada
Sarnia, ON
- $77,080 to $128,466.67 CAD / year
- Full-time
Internally the Senior Wealth Advisor works in close collaboration with the retail branch network and the commercial lending division to establish trusted internal relationships and raise…
Added 11 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…
Added 11 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…
Added 13 hours ago
MF
AVP, Client Engagement & Communications
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Financial services context. Experience in asset management, wealth management, advisor distribution or another regulated, relationship-led business, with a practical understanding of…
Added 1 day ago
D
Wealth Management Senior Advisor
Desjardins
Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Baie-Comeau, QC · Sept-Îles, QC · Alma, QC · Saguenay, QC
- Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 1 day ago
CP
Senior Private Wealth Manager/Tax Director
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 1 day ago
IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include…
Added 1 day ago
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
Responsible for providing timely investment advice, direction and thought leadership across Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for…
Added 1 day ago
FF
Senior Private Wealth Manager/Tax Director
Focus Financial Partners
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 1 day ago
S
Senior Manager, Pooled Investment Vehicles (International)
Scotiabank
Toronto, ON
- Full-time
Responsible for providing timely investment advice, direction and thought leadership across Global Wealth Management (“GWM”) with a focus on the mutual fund and ETF investment universe for…
Added 1 day ago
D
Software Engineering Leader
d1g1t
Toronto, ON
- Full-time
d1g1t is an institutional-grade enterprise wealth management platform built for financial advisors, multi-family offices, broker-dealers, and bank advisor networks. The platform replaces…
Added 1 day ago
Senior Financial Advisor - Arnprior, ON
Scotiabank
Arnprior, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Financial Advisor/Senior Financial Advisor - Westmorland & McAllister, Saint John, NB
Scotiabank
NB · St John's, NB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
P
Product Designer
Purpose
Canada
- Full-time
You are a new hire on the Wealth Product team, reporting to the Head of Product, Wealth. You own the design work you take on, with design direction and critique from the Senior Product…
Added 1 day ago
RJ
Tax Consulting AVP
Raymond James Ltd.
Toronto, ON
- Full-time
The AVP, Tax Consulting is a senior member of the Wealth Solutions team responsible for delivering sophisticated, client-centered wealth planning support to advisory teams and their…
Added 1 day ago
Industrial Technology Advisor - Various domains
National Research Council Canada
Montreal, QC
We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Research Assistance Program (NRC IRAP). The ITA would be someone who shares our core…
Added 1 day ago
Manager, Advisor Excellence, Business Banking - Toronto
Scotiabank
Toronto, ON
Working under the direction of the Senior Manager, Advisor Excellence, the incumbent is expected to function independently on a defined task, while ensuring management is kept informed and…
Added 1 day ago
Wealth Services Assistant
First West
Victoria, BC
The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include…

Closed listing

Dawn Recruiting Agency

Administrative Assistant

Waterloo, ON, Canada

$80,000 to $110,000 CAD / year · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $80,000 to $110,000 CAD / year
Job type: Full-time
Closing date: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

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Original job description

Archived listing. The details below describe a past opening.

About the Company

We are hiring a Senior Administrative Assistant to support a well-established and highly successful Investment Advisory practice.

About the Role

The Senior Administrative Assistant is responsible for managing the full spectrum of client account administration, transaction processing, account transfers, and regulatory documentation within this high-volume Investment Advisory practice. This is a key position and the operational backbone of the practice. The successful candidate will support complex client transactions and provide exceptional service to high-net-worth clients.

Responsibilities

Client Account Administration
Open new client accounts and maintain account documentation.
Process account transfers, including incoming and outgoing assets.
Manage client requests and account updates.
Coordinate RESP withdrawals, RRIF payments, estate settlements, and other account transactions.
Ensure all documentation is complete, accurate, and compliant.

Trade and Transaction Processing
Process client trade instructions accurately and efficiently.
Handle cash withdrawals, deposits, transfers, and journal requests.
Monitor transactions through completion and resolve any discrepancies.
Liaise with internal operations teams and external financial institutions.

Compliance and Regulatory Administration
Maintain compliance documentation and client records.
Review new account applications for completeness and regulatory requirements.
Ensure adherence to CIRO and firm compliance standards.
Prepare and submit regulatory and compliance-related paperwork.
Support audits, reviews, and compliance inquiries.

Client Service Excellence
Act as a primary point of contact for clients.
Respond to client inquiries regarding accounts, transactions, and documentation.
Build strong, trusted relationships with clients through professional and proactive service.
Handle sensitive and confidential client information with discretion.

Office Operations Leadership
Serve as the senior administrative resource within the practice.
Identify opportunities to improve processes and efficiencies.
Provide guidance and support to junior administrative staff as required.
Ensure smooth day-to-day operations of the advisory practice.

Qualifications

Canadian Securities Course (CSC) certification

Required Skills

7 or more years of experience supporting an Investment Advisor, Financial Advisor, Portfolio Manager, or Wealth Management team
Extensive experience with account transfers, trade processing, RESP, TFSA, RESP, RRIF withdrawals, estate administration, compliance, and regulatory documentation
Strong understanding of wealth management operations and investment industry regulations
Exceptional attention to detail and organizational skills
Experience with Salesforce or ADP is an asset

Preferred Skills

Experience with Salesforce or ADP is an asset

About employer

More about this job

Responsibilities

Manage client account administration, transfers, trades, withdrawals, deposits, estate transactions, and regulatory documentation for a high-volume investment advisory practice. Serve as a primary client contact, support compliance and audits, and help improve office operations while providing guidance to junior administrative staff.

Requirements

Requires a Canadian Securities Course (CSC) certification and at least seven years of experience supporting an investment advisor, financial advisor, portfolio manager, or wealth management team. Candidates should have extensive experience with account transfers, trade processing, registered account transactions, estate administration, and compliance documentation; Salesforce or ADP experience is an asset.

Skills

Client Account Administration
Account Transfers
Trade Processing
Transaction Processing
RESP Administration
TFSA Administration
RRIF Administration
Estate Administration
Regulatory Documentation
Compliance Administration
Client Service
Wealth Management Operations
Attention To Detail
Organization
Salesforce
ADP

Visa sponsorship

Not detected in the job text

Keywords

Canadian Securities Course
CSC
Investment Advisory
Wealth Management
Client Account Administration
Account Transfers
Trade Processing
Transaction Processing
RESP
TFSA
RRIF
Estate Settlements
Regulatory Documentation
CIRO
Compliance
Salesforce
ADP
Client Service
High-Net-Worth Clients
Audit Support
Process Improvement

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Jobs in Canada