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Added 23 mins 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 23 mins ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 38 mins ago
Financial Advisor - Eastgate Crossing, Regina, Saskatchewan
Scotiabank
Regina, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 38 mins ago
Financial Advisor - Sardis, Chilliwack BC
Scotiabank
Chilliwack, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 53 mins ago
GL
Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
Reporting directly to the Chief Operations Officer, the Director, Enterprise Risk Management will play a pivotal role in building and leading a modern, scalable first-line risk management…
Added 53 mins ago
C
Sr.Financial Advisor - CIRO-MFD/AMF
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- Full-time
…grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the…
Added 1 hour ago
S
Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
RD
Associate
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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 1 hour ago
RD
Associate
RBC Dominion Securities
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- Full-time
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
Added 1 hour ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
…providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are…
Added 1 hour 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 1 hour ago
B
Insurance Advisor
BCAA
Kelowna, BC
- Full-time
We are currently hiring an Insurance Advisor based in our Kelowna Service Location!
Added 1 hour ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
As a Wealth Management Intern (Student/New Grad Position), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination…
Added 2 hours ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
D
Wealth Management Advisor
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Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
Added 2 hours ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Fidelity Wealth is a wealth management service designed to help advisors navigate succession planning. We offer retiring advisors a fair valuation for their business and ensure a seamless…
Added 3 hours ago
RB
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 3 hours ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
Added 3 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
…providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are…
Added 3 hours ago
R
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 3 hours ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts

Hunter Mercantile

Operational Specialist

Toronto, ON, Canada

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

Apply About employer

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Job details

Pay: $65,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Nov 26, 2026
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: Oct 27, 2026

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

Apply About employer

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

Not detected in the job text

Hiring contact

David J. Corsini

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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