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Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as a Wealth Associate at National Bank, in the Horizon Advisor and Investment team, is a job where you can showcase your ability to work in synergy with clients and colleagues. In…
Added 1 day ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
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Associate Advisor
RBC
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
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Vice President, Relationship Manager - TD Asset Management
TD
Calgary, AB
- Full-time
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate…
Added 1 day ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
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Client Service Associate, Private Wealth
BMO
Oshawa, ON · OSHA
- Full-time
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
DF
Associate Consultant - Securities Licensed
Dumitru Flanagan & Associates IG Private Wealth Management
Victoria, BC
- Full-time
An established advisory practice in Victoria, BC. Dumitru Flanagan and Associates is seeking a Securities Licensed Professional to support a practice specializing in comprehensive,…
Added 2 days ago
NB
Associate
National Bank of Canada
Drummondville, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
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Relationship Manager - TD Asset Management
TD
Toronto, ON
- Full-time
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate…
Added 2 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
Added 2 days ago
DF
Financial Advisor
Desjardins Financial Security Independent Network
Ottawa, ON
- Full-time
We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to…
Added 3 days ago
FW
Lead Client Services Associate
Flatiron Wealth
Toronto, ON
- Full-time
As our Lead Client Service Associate, you'll be a key connection between our clients, advisors, custodians, insurance partners, and service team.
Added 3 days ago
T
Director, Western Canada - TD Asset Management
TD
Calgary, AB
- Full-time
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate…
Added 3 days ago
P
Associate Director, Compliance
Purpose
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 3 days ago
Legal/Compliance - Associate Director, Compliance
Purpose Unlimited
Toronto, ON
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 3 days ago
Associate Director, Compliance
Purpose Unlimited
Toronto, ON
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 3 days ago
C
Senior Group Retirement and Savings Sales & Service Representative
Co-operators
Regina, SK
- Full-time
The Sales and Service Representative - Group Retirement and Savings supports are key members of the GRS Sales Team. The role supports Account Executive roles by providing plan…
Added 3 days ago
NB
Associate
National Bank of Canada
Granby, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 days ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 4 days ago
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Customer Success Manager - Core (Sales & Service) Clouds
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 4 days ago
S
Customer Success Manager - Core (Sales & Service) Clouds
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 4 days ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

Flatiron Wealth

Lead Client Services Associate

Toronto, ON, Canada

Starting base salary: $65,000–$70,000 annually, commensurate with experience and qualifications. · Full-time

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Job details

Pay: Starting base salary: $65,000–$70,000 annually, commensurate with experience and qualifications.
Job type: Full-time
Apply by: Apr 20, 2027
Experience: 2 - 5+ years of relevant experience in Canadian wealth management, investment operations, or advisory client service.
Posting language: English
Posted: Oct 22, 2026

Original job description

Toronto, Ontario | Full-Time

MISSION: Own the details. Elevate the experience. Make an impact.

At Flatiron Wealth, we believe exceptional wealth management goes beyond investments. It's about relationships, trust, and helping clients navigate important financial decisions with clarity and confidence.

We're looking for an experienced Lead Client Service Associate who takes pride in delivering exceptional service, thrives on solving problems, and knows how to keep people, priorities, and processes moving forward.

This is a hands-on role for someone who brings proven experience in wealth management, takes initiative, and is ready to make an immediate contribution to a growing independent advisory firm.

The Opportunity

As our Lead Client Service Associate, you'll be a key connection between our clients, advisors, custodians, insurance partners, and service team.

Working closely with our Operations Manager, you'll take ownership of day-to-day client service delivery, coordinate complex requests, support your colleagues, and ensure that nothing falls through the cracks.

You'll play an important role in creating the thoughtful, responsive, and personalized client experience that defines Flatiron Wealth.

ESSENTIAL RESPONSIBILITIES: What You'll Do

Client Experience & Relationship Management

Own client onboarding, account openings, transfers, money movements, and ongoing service requests from start to finish.
Deliver timely, thoughtful, and proactive communication that builds client confidence and trust.
Manage complex service requests, anticipate challenges, and follow through to resolution.
Coordinate documentation, electronic signatures, and custodian submissions with accuracy and care.
Ensure client meetings and interactions are well prepared, seamless, and professional.

Wealth Management & Insurance Support

Support administration of registered, non-registered, corporate, and trust investment accounts.
Coordinate account maintenance, contributions, withdrawals, transfers, and cash management.
Support portfolio administration, trade-related workflows, fee reviews, and reporting within appropriate authorization and compliance requirements.
Assist with insurance applications, underwriting requirements, policy servicing, and carrier coordination.
Work closely with advisors and external partners to ensure accurate and timely processing.

Service Coordination & Team Collaboration

Coordinate daily service priorities, monitor outstanding requests, and ensure clear ownership and follow-through.
Manage shared inboxes, CRM activities, and service workflows to maintain consistent service standards.
Support and guide fellow Client Service Associates by sharing knowledge, providing direction, and helping resolve challenges.
Identify opportunities to improve workflows, reduce bottlenecks, and enhance efficiency.
Collaborate with the Operations Manager to implement service improvements and maintain accountability.
Uphold documentation, confidentiality, and regulatory compliance standards.

POSITION SPECIFICATIONS: What You Bring & What Sets You Apart

2 - 5+ years of relevant experience in Canadian wealth management, investment operations, or advisory client service.
Proven ability to independently manage complex client requests and coordinate multiple priorities.
Strong knowledge of Canadian investment accounts, custodian platforms, transfers, and investment administration.
Experience supporting insurance applications and policy servicing is a strong asset.
CSC, LLQP, or other relevant financial services credentials are preferred.
Proficiency with CRM systems, Microsoft Office, Adobe, and digital workflow tools.
Excellent communication, organizational, and problem-solving skills.
A collaborative mindset and experience supporting or mentoring colleagues.

You're someone who:

Takes ownership: You don't just identify what needs to be done - you see it through.
Thinks ahead: You anticipate client and advisor needs before they become urgent.
Communicates with confidence: You bring clarity, empathy, and professionalism to every interaction.
Brings solutions: You use sound judgment and resourcefulness to navigate challenges.
Elevates the team: You share knowledge, support colleagues, and take pride in collective success.
Embraces improvement: You're comfortable with technology, evolving processes, and finding smarter ways to work.

TEAM: Why Flatiron Wealth?

Built on values of Personal. Positive. Solid. Momentum. We're a growing, relationship-driven independent wealth management firm where collaboration, authenticity, and personal accountability matter.

You'll have the opportunity to:

Work closely with experienced advisors across financial planning, portfolio management, and insurance.
Take meaningful ownership of client service delivery.
Contribute ideas and improvements that shape how we serve our clients.
Grow your expertise and progress toward a Senior Lead Client Service Associate role through demonstrated performance and leadership.
Be part of a supportive, ambitious team where your contributions make a difference.

Starting base salary: $65,000–$70,000 annually, commensurate with experience and qualifications.
Bonus participation: Opportunity to participate in the firm's performance-based bonus program.
Career progression: Defined opportunities for professional development and advancement to Senior Lead Client Service Associate based on demonstrated expertise, performance, and leadership.

Ready to Join Us?

If you're an experienced wealth management professional who thrives on responsibility, values meaningful relationships, and takes pride in delivering exceptional results, we'd love to hear from you.

Apply through LinkedIn or send your resume to flatiron@flatironwealth.com.

Flatiron Wealth Management is committed to an inclusive and respectful workplace. We welcome applications from qualified candidates of diverse backgrounds and experiences.

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More about this job

Responsibilities

Own client onboarding, account openings, transfers, money movements, and ongoing service requests, coordinating with clients, advisors, custodians, and insurance partners. Coordinate daily service workflows, support and guide colleagues, maintain compliance and documentation standards, and identify process improvements.

Requirements

Candidates should have 2–5+ years of relevant Canadian wealth management, investment operations, or advisory client service experience, with the ability to independently manage complex requests and competing priorities. Strong knowledge of Canadian investment accounts, custodian platforms, and investment administration is expected; insurance servicing experience and credentials such as CSC or LLQP are preferred.

Skills

Wealth Management
Client Onboarding
Custodian Platform Coordination
Investment Transfers
Money Movement Coordination
Insurance Application Support
Service Request Management
CRM Management
Workflow Coordination
Regulatory Compliance
Documentation Management
Problem-Solving
Team Mentoring
Process Improvement

Benefits

Performance-Based Bonus Program
Professional Development
Career Advancement Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Operations
Client Service
Canadian Investment Accounts
Registered Accounts
Non-Registered Accounts
Corporate Accounts
Trust Accounts
Custodian Platforms
Account Transfers
Money Movements
Portfolio Administration
Trade Workflows
Fee Reviews
Insurance Applications
Underwriting
Policy Servicing
CRM Systems
Microsoft Office
Adobe
Digital Workflow Tools
CSC
LLQP
Electronic Signatures
Regulatory Compliance
Client Onboarding

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