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Hunter Mercantile

Investment Operations Associate

  • Toronto, ON, Canada

$65,000 to $75,000 CAD / year · Full-time

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Job details

Pay
$65,000 to $75,000 CAD / year
Job type
Full-time
Apply by
Experience
3+ years of operations, trade support, or back-office experience within a Canadian wealth management firm or IIROC/CIRO investment dealer.
Posting language
English
Posted

Original job description

Investment Operations Associate – Wealth Management & Portfolio Operations

📍 Location: Midtown Toronto (Directly on the Subway Line)

💼 Work Setup: Full-Time, Hybrid

Our client, a well-established portfolio management firm, is seeking an Investment Operations Associate to serve as the operational backbone for a high-performing wealth management practice.

Working directly alongside a tight-knit team of 3 investment professionals within a 30+ person firm, you will fully own the back-office ecosystem, coordinate seamlessly with the carrying broker, and ensure account onboarding, trade execution, and compliance run like clockwork.

Please note: This is a long-term, career-operations role and is not suitable for candidates seeking a pathway to becoming a Wealth Advisor.

Key Responsibilities

  • Account Onboarding & Custodial Administration: Lead end-to-end client onboarding, ATON account transfers, registration updates, and regulatory compliance clearance (CIRO/IIROC, AML/KYC).
  • Portfolio Support Execution: Prepare, input, and verify trade allocations, rebalancing orders, cash transfers, and client distributions (RRIF, TFSA, lump-sum withdrawals).
  • Data Reconciliation & Reporting: Utilize Dataphile and Croesus for daily transaction downloads, holding reconciliations, tax slip preparation, and quarterly performance reporting.
  • Process Optimization & CRM: Maintain full CRM data hygiene, refine operating procedures, and manage secure digital vault files.

What We Are Looking For

  • 3+ years of operations, trade support, or back-office experience within a Canadian wealth management firm or IIROC/CIRO investment dealer.
  • Direct experience with Dataphile, Croesus, and BBS / CI Investment Services clearing environments a definite advantage.
  • Advanced MS Excel skills (data manipulation, reporting, formulas) and strong CRM familiarity.
  • Though completion of the CSC is considered an asset; proven operational execution is prioritized.

What the Role Offers

  • Prime Midtown Location: Convenient access on the subway line.
  • High Impact & Autonomy: Total ownership of back-office workflows in a focused, low-friction environment.
  • Competitive Compensation: Generous base salary + annual performance bonus + comprehensive benefits.

📩 To Apply please forward your resume via LinkedIn to David J. Corsini, Hunter Mercantile

Hunter Mercantile is a boutique search firm specializing in place in wealth management

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More about this job

Responsibilities

Manage end-to-end client onboarding, custodial administration, trade support, cash movements, and regulatory compliance for a wealth management practice. Reconcile portfolio data and prepare tax and performance reports using Dataphile and Croesus, while maintaining CRM records and improving operational procedures.

Requirements

Requires at least three years of operations, trade support, or back-office experience at a Canadian wealth management firm or investment dealer. Dataphile, Croesus, and BBS / CI Investment Services experience, advanced Excel skills, and CRM familiarity are advantageous; completion of the CSC is an asset.

Skills

  • Client Onboarding
  • Custodial Administration
  • ATON Account Transfers
  • Regulatory Compliance
  • AML/KYC
  • Trade Allocations
  • Portfolio Rebalancing
  • Cash Transfers
  • Data Reconciliation
  • Performance Reporting
  • Dataphile
  • Croesus
  • Microsoft Excel
  • CRM Data Management
  • Process Optimization

Benefits

  • Annual Performance Bonus
  • Comprehensive Benefits

Visa sponsorship

Not detected in the job text

Hiring contact

David J. Corsini

Categories

  • Finance & Accounting
  • Administrative

Keywords

  • Wealth Management
  • Portfolio Operations
  • Client Onboarding
  • ATON
  • Custodial Administration
  • CIRO
  • IIROC
  • AML/KYC
  • Trade Execution
  • Trade Allocations
  • Portfolio Rebalancing
  • RRIF
  • TFSA
  • Dataphile
  • Croesus
  • BBS
  • CI Investment Services
  • Microsoft Excel
  • CRM
  • Data Reconciliation
  • Tax Slip Preparation
  • Performance Reporting
  • Secure Digital Vault
  • CSC
  • Investment Dealer

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