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Hunter Mercantile

Operational Specialist

  • Toronto, ON, Canada

$65,000 to $80,000 CAD / year · Full-time

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Job details

Pay
$65,000 to $80,000 CAD / year
Job type
Full-time
Apply by
Experience
3+ years of operations, middle office or back-office experience within a Canadian wealth management firm or IIROC/CIRO investment dealer.
Posting language
English
Posted

Original job description

Operations Specialist – 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 Operations Specialist to serve as the operational cornerstone 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).
  • Trade Support & Portfolio 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, middle office 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 or Discuss Confidentially:

Send your resume via LinkedIn to David J. Corsini, Hunter Mercantile

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More about this job

Responsibilities

Own the back-office operations for a wealth management practice, including client onboarding, account transfers, trade support, cash movements, and regulatory compliance. Reconcile portfolio data and prepare tax and performance reports using Dataphile and Croesus, while maintaining CRM records and improving operating procedures.

Requirements

Requires at least three years of operations, middle-office, or back-office experience at a Canadian wealth management firm or CIRO/IIROC 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
  • Account Transfers
  • Custodial Administration
  • Regulatory Compliance
  • Trade Execution
  • Trade Allocation
  • Portfolio Rebalancing
  • Cash Transfers
  • Data Reconciliation
  • Performance Reporting
  • Dataphile
  • Croesus
  • BBS / CI Investment Services
  • Advanced Microsoft Excel
  • CRM Data Management
  • Process Optimization

Benefits

  • Competitive Base Salary
  • Annual Performance Bonus
  • Comprehensive Benefits

Visa sponsorship

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Hiring contact

David J. Corsini

Categories

  • Finance & Accounting
  • Administrative

Keywords

  • Wealth Management
  • Portfolio Operations
  • Back-Office Operations
  • Middle-Office Operations
  • Client Onboarding
  • ATON Account Transfers
  • Custodial Administration
  • CIRO
  • IIROC
  • AML
  • KYC
  • Trade Allocations
  • Portfolio Rebalancing
  • RRIF
  • TFSA
  • Dataphile
  • Croesus
  • BBS
  • CI Investment Services
  • Microsoft Excel
  • CRM
  • Data Reconciliation
  • Tax Slips
  • Performance Reporting
  • CSC
  • Process Optimization

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