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Added 5 hours ago
Customer Experience Associate - South Lethbridge Branch, AB (22.5 hours/week)
Scotiabank
Lethbridge, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 hours ago
Senior Customer Experience Associate - Saint-Laurent and Prince-Arthur, Mtl, QC - 22.5 hours/week
Scotiabank
Montreal, QC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 hours ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
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 5 hours ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 6 hours ago
RD
Investment Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 6 hours ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 6 hours ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 6 hours ago
HM
Investment Operations Associate
Hunter Mercantile
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Investment Operations Associate – Wealth Management & Portfolio Operations
Added 8 hours ago
Customer Experience Associate - Trenton (22.5 hours/week)
Scotiabank
Trenton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 8 hours ago
Sales Associate
Rogers Communications
Oakville, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 8 hours ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 8 hours ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 8 hours ago
RB
Investment Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 8 hours ago
R
Investment Associate
RBC
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 8 hours ago
R
Associate
RBC
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 8 hours ago
Customer Experience Associate - Algonquin Square, Sudbury, ON (22.50 hours/week)
Scotiabank
ON · Sudbury, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 8 hours ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 9 hours ago
HI
Administrative Associate
HUB International
Calgary, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 9 hours ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
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 10 hours ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
- Proactively engage financial advisors, portfolio managers, and wealth teams across
Added 10 hours ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 10 hours ago
R
Associate
RBC
BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 11 hours ago
Sales Associate
Rogers Communications
Kitchener, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 12 hours ago
Customer Experience Associate - Clayton Park, NS (26.25 Hours / Week)
Scotiabank
Halifax, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 12 hours ago
T
Regional Manager, Private Banking
TD
Barrie, ON
- Full-time
Previous Private Banking experience and a strong Wealth Management background considered an asset.

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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