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Added 4 mins ago
ES
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Express Scripts Canada
Mississauga, ON
- Full-time
As part of the Clinical Services department, this position will also serve as a clinical advisor to the organization and provide leadership to ESC to ensure innovation amongst a competitive…
Added 18 mins ago
FH
Senior Indigenous Cultural Advisor
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- $35.36 to $50.83 CAD / hour
- Full-time
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Added 18 mins ago
WI
Environmental Project Manager, Transportation & Municipality Specialist
WSP in Canada
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- Full-time
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 18 mins ago
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ScotiaMcLeod Senior Associate
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Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 18 mins ago
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Convert executive AI strategy engagements into implementation, managed services, and long-term client relationships.
Added 18 mins ago
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Added 18 mins ago
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- $115,000 to $130,000 CAD / year
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Added 33 mins ago
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Added 48 mins ago
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Senior Manager- Clean Economy
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Added 48 mins ago
WI
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Added 48 mins ago
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Senior Manager- Clean Economy
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Financial Advisor- CIRO- ID or CIRO-MFDA/AMF
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
JH
Civil/Structural Professional Engineer
J.S. Held LLC
Ottawa, ON · Burlington, Ontario
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The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.
Added 1 hour ago
JH
Civil/Structural Professional Engineer
J.S. Held LLC
Burlington, ON
- Full-time
The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.
Added 1 hour ago
JH
Civil/Structural Professional Engineer
J.S. Held LLC
Calgary, AB · Burlington, Ontario
- Full-time
The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

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: Nov 26, 2026
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: Oct 27, 2026

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

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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