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Added 2 hours ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
The Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 4 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Pickering, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 4 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Ottawa, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 4 hours ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
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Added 4 hours ago
US Corporates - Credit Analyst, Associate Director - Retail & Consumer - Toronto
Fitch Group
Toronto, ON
US Corporates – Credit Analyst, Associate Director – Retail & Consumer
Added 4 hours ago
AC
Adjoint(e)-conseil principal(e), Analyste en assurance qualité - administration des régimes de retraite
Aon Corporation
Montreal, QC
- Full-time
Job Title: Senior Associate - Quality Assurance Analyst in Pension Administration
Added 4 hours ago
MS
Onboarding Data Architect, AVP
Morgan Stanley
Calgary, AB
- Full-time
BS/BA Degree or diploma in the Data Management, Business, Finance, Sciences, or equivalent education, training, and experience
Added 5 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 5 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 5 hours ago
LC
Store Administrator, Hourly Part Time Day
Loblaw Companies Limited
Victoria, BC
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 6 hours ago
UO
Senior Workday Architect
University of Waterloo
Waterloo, ON
- Full-time
…and Financial Management. Working with the Enterprise Systems Associate Director and Manager, functional owners, functional leads, project leaders/managers, and technical specialists, the…
Added 6 hours ago
UO
Admissions Coordinator
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
Added 6 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 6 hours ago
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Early Careers: Associate, Professional Services Practice
Aon Corporation
Montreal, QC
- Full-time
Early Careers: Associate – Professional Services Practice
Added 7 hours ago
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 7 hours ago
PC
External Audit, Senior Associate (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
As an External Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 8 hours ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 8 hours ago
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Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 9 hours ago
A
Associate Research, Energy Services
ATB
Calgary, AB
- Full-time
ATB Cormark Capital Markets is looking for a Research Associate, Energy Services to support our Equity Research Team, with a sector focus on Energy. As ATB’s next Research Associate you are…
Added 9 hours ago
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Personal Banking Associate
TD
Estevan, SK
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 9 hours ago
SL
Associate, Corporate Development
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Sun Life is looking for an Associate to join our Corporate Development team. Corporate Development is responsible for evaluating and driving strategic initiatives across Sun Life’s four…
Added 9 hours ago
FC
Group Underwriter Level II
First Canadian Financial Group
Edmonton, AB
- Full-time
Certified Employee Benefits Specialist (CEBS) designation, Group Benefits Associate (GBA), or Fellow Life Management Institute (FLMI) designation, or equivalent is an asset.
Added 9 hours ago
PA
Automotive Sales & Finance Consultant
Pfaff Automotive Partners Inc.
Mississauga, ON
- Full-time
We are looking for a driven and customer-focused Automotive Sales & Finance Consultant to join our team. This unique role combines the relationship-building and excitement of automotive…
Added 10 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Victoria, BC
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 10 hours ago
WC
(CAN) Associé, équipe des activités de protection des biens
Walmart Canada
Brossard, QC
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…

Hunter Mercantile

Investment Operations Associate

Toronto, ON, Canada

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

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Applications open in a new tab.

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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