At North Road Investment Counsel, we believe wealth can be a force for good in the world. Our team has been helping successful Canadian families manage their investments and financial lives for nearly 20 years. As an independent wealth management firm, we are committed to delivering exceptional service, thoughtful advice, and client experience that reflects the trust our clients place in us.
As our firm continues to grow, we are seeking a highly organized, detail-oriented professional to join our team in a critical mid-office and back-office support role. This position is an integral part of the operational engine behind our advisory team, helping ensure that client accounts, workflows, systems, and reporting are administered with accuracy and care.
This is an excellent opportunity for someone who enjoys investments, technology, process improvement, and helping a high-performing team operate at its best.
The Opportunity
This role will work closely with our advisors, portfolio managers, and corporate team to support the daily activities of the firm. This individual will play an important role in maintaining operational controls, systems, and processes that support a modern wealth management practice.
The ideal candidate is highly organized, technology-savvy, and takes pride in getting the details right. They enjoy solving problems, improving processes, and working behind the scenes to help others succeed. This role reflects responsibilities commonly found within leading Canadian wealth management and portfolio management firms, including account administration, portfolio operations, reporting, reconciliation, transfers, and advisor support.
Key Responsibilities
Account & Portfolio Administration
- Maintain client records across multiple business systems including CRM, portfolio management, reporting, and electronic files.
- Monitor and reconcile account and portfolio data to ensure accuracy.
- Support the front & mid-office teams in daily workflows such account maintenance, custodial requests, and administration inquiries.
- Support performance validation, fee administration, and client reporting processes.
- Assist with tax and year-end reporting activities.
- Coordinate information between custodians, technology providers, and internal team members.
Advisor & Client Support
- Support our advisory teams with back-end processes for client onboarding, account openings, transfers, and account maintenance.
- Coordinate client documentation, digital onboarding workflows, and electronic signature processes.
- Participate in the process of client cash movements, contribution requests, withdrawals, and account service requests.
Process Improvement & Technology
- Help to identify opportunities that improve workflows and business process efficiency.
- Participate in software implementations, testing, training and documentation.
- Support data integrity initiatives across all business systems.
- Contribute ideas that improve scalability, accuracy, and client experience.
- Assist with reporting, spreadsheet analysis, and corporate projects.
What We're Looking For
Experience
- 1-5 years of mid-office or back-office experience in the Canadian financial industry, such as with a wealth management, investment operations, banking, or trust services firm, or a related organization is desirable.
- Experience working within leading industry software environments such as Salesforce, digital onboarding & e-signature programs (such as Adobe sign or Docusign) and Enterprise Wealth Management Platforms (such as d1g1t, Envestnet, Advent APX or Ndex) is desirable.
- Experience in account administration, transfers, reconciliation, reporting, or client service workflows is a strong asset.
Education & Qualifications
- Post-secondary education in Business, or related fields is advantageous.
- Completion of the Canadian Securities Course (CSC) is advantageous.
- Additional industry designations or progress towards them will be viewed favorably.
Skills & Competencies
- Exceptional attention to detail and commitment to accuracy.
- Strong organizational and time-management skills.
- Advanced proficiency in Microsoft Office, particularly Excel.
- Comfortable learning new technology platforms and software systems, especially artificial intelligence tools.
- Strong analytical and problem-solving abilities.
- Effective written and verbal communication skills.
- Ability to manage multiple priorities while maintaining a high standard of work.
- A collaborative mindset and willingness to help wherever needed.
Why North Road?
- Work directly with a growing team serving successful Canadian families.
- Gain exposure to investment management, financial planning, and wealth advisory services.
- Participated in meaningful process improvement and technology initiatives.
- Join an entrepreneurial, collaborative, and client-focused culture.
- Build a long-term career within an independent wealth management firm where your contributions will have a visible impact.
How to Apply
Please submit your resume and a brief cover letter explaining your interest in the role and your experience within or your desire to work in the financial services industry.
We thank all applicants for their interest. Only those selected for an interview will be contacted.
