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Added 48 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 48 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The…
Added 7 hours ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Experience with one or more banking domains such as retail banking, commercial banking, payments, lending, wealth management, capital markets, risk, or finance.
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 14 hours ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Added 21 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
Y
Senior Compliance Analyst
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Contract
Minimum 10 years of relevant compliance experience within the Canadian investment management or financial services industry with a registered Portfolio Manager (PM), Investment Fund Manager…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
P
Private Business Tax, Manager (Bilingual FR/EN)
PwC
Quebec, QC
- Full-time
…individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit…
Added 2 days ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
Some understanding of Risk Management & Compliance.
Added 2 days ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 days ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The…
Added 2 days ago
M
Senior Branch Manager
Manulife
Toronto, ON
- Full-time
The Senior Branch Manager is a supervision management position within Manulife Wealth. The Senior Branch Manager is responsible for providing Daily Tier 1 supervision of advisors registered…
Added 2 days ago
QW
Senior Compliance Analyst
Q Wealth Partners
Toronto, ON
- Contract
Minimum 10 years of relevant compliance experience within the Canadian investment management or financial services industry with a registered Portfolio Manager (PM), Investment Fund Manager…
Added 2 days ago
RD
Branch Operations Manager
RBC Dominion Securities
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 2 days ago
DT
Assistant Manager I
Dollar Tree Stores
Quesnel, BC
- Part-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 2 days ago
Design Engineering Manager, Kiewit Infrastructure Engineer
Kiewit
Oakville, ON · Toronto, ON
Kiewit Infrastructure Engineering (KIE) has an immediate opening for a mid-level Design Engineering Manager in the transportation / energy area, with an immediate opening on the Union…
Added 2 days ago
RB
Branch Operations Manager
Royal Bank of Canada
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 2 days ago
RB
Transaction Processing Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Support manager in updating Desk Operating Procedures
Added 2 days ago
DT
Assistant Manager II
Dollar Tree Stores
Toronto, ON
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 2 days ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 days ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The…
Added 2 days ago
T
Senior Applied Machine Learning Scientist, Generative AI Model Validation ATH# 5480
TD
Toronto, ON · Montreal, QC
- Full-time
The Model Validation (MV) group is a centralized Model Risk Management function within the Bank. It has seen fast growth in the past few years reflecting global regulators’ increasing…
Added 2 days ago
Manager, Mortgage Pricing Analytics
Scotiabank
Toronto, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

Q Wealth Partners

Administrator

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Experience: 3+ years experience with Canadian wealth management or brokerage firms required ***
Posting language: English
Posted: Oct 19, 2026

Original job description

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

3+ years experience with Canadian wealth management or brokerage firms required ***

We’re in search of an enthusiastic person with a positive attitude to join our Wealth Management team as an Account Administrator/Client Service Representative.

We are looking for a proactive individual who is committed to self-improvement and expertise development in their field. The successful candidate will demonstrate a strong sense of ownership and responsibility, ensuring accurate and efficient problem-solving daily. An unwavering dedication to the quality of their work is essential. This person will not only take initiative in their professional growth but also consistently uphold high standards in their performance.

The ideal candidate will have excellent people skills and enjoy regular interaction with clients and staff. You are client-service oriented with the ability to manage time efficiently, prioritize work and accurately perform under pressure.

Based out of our head office in North York, this position is eligible to work from home up to 3 days per week with the aide of the best technology, cyber security, and cloud-based platforms.

Required Skills/Qualifications

Experience working at a securities brokerage.
Experience with client account documentation and administration at a financial services company.
Client service experience with outstanding oral, written and in-person communication skills.
Comprehensive understanding of investment account structures and the regulations that govern their administration and compliance.
Pro-active, service-oriented problem solver with ability to multi-task and perform professionally under pressure.
Knowledge of various types of investment accounts and related documentation (i.e. Corporate, Trust, RRSP, RRIF, RESP, TFSA, FHSA,RDSP, etc.).
Strong computer skills including Microsoft Office suite, CRM software, portfolio management and billing systems.
Knowledge and application of AML/FATCA procedures. Past training an asset.
You will work closely with our Portfolio Manager teams across the country and our custodial partner with NBIN in order to service and manage existing and future clients and provide administrative support.
Learn and operate business systems, operations, onboarding requirements and procedures related to account administration, client reporting, and management fees.
Create a welcoming environment for clients, prospective clients and partners.
Assist clients in completing account documentation, liaise with custodial/back office team to set up client’s account structure, track transfers etc.
Manage inbound inquiries for the Client Service team through our ticketing system, and provide oversight for account corrections/reconciliation, inquiries, account opening, account performance, banking, our portfolio accounting system d1g1t, KYC and client information changes, money movement, transfers, name changes etc., while maintaining services levels and documenting interactions.
Ongoing relationship management with our partners, including servicing of daily ad-hoc client requests, complex account management with RESP, RSP, TFSA Corrections, RIF/LIF Modifications and transfers.
Identify workflow improvements and training opportunities to continue to scale the department as we grow through new partner transitions and provide efficiencies with the continued deployment of the QCentral suite of technology.
Manage relationships with third-party service providers, as required.
Ensure adherence to compliance regulations and Code of Conduct and Ethics.
Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with the Firm's policies.
Participate in special projects as needed.
Stay current on all company initiatives and communications.
Working in a team environment, sharing new information and escalating issues when necessary.
Other responsibilities as dictated by the needs of the business in the areas of client services.
Proficient in the Microsoft suite of products, DocuSign.

Preferred

Prior experience with NBIN back office is an asset
Knowledge of Excel an asset

What’s The Bottom Line

Growth potential as the company rapidly expands

Apply About employer

More about this job

Responsibilities

Administer client accounts and documentation, support onboarding and account changes, respond to client inquiries, coordinate transfers and account corrections, and provide ongoing service to clients and portfolio manager teams. Maintain compliance and security procedures, manage service-provider relationships, document interactions, and contribute to workflow improvements and special projects.

Requirements

Requires at least 3 years of experience with Canadian wealth management or brokerage firms, including securities brokerage experience and financial-services account administration. Candidates should understand investment account structures and related regulations, have strong client communication and problem-solving skills, and be proficient with Microsoft Office and relevant CRM, portfolio management, and billing systems; AML/FATCA knowledge is also required.

Skills

Client Service
Account Documentation
Regulatory Compliance
Anti-Money Laundering (AML)
FATCA Procedures
Know Your Client (KYC)
Microsoft Office
DocuSign
CRM Software
Portfolio Management Systems
Client Communication
Problem-Solving
Multitasking

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities Brokerage
Financial Services
Client Account Administration
Account Documentation
Client Onboarding
Investment Accounts
Corporate Accounts
Trust Accounts
RRSP
RRIF
RESP
TFSA
FHSA
RDSP
AML
FATCA
KYC
Microsoft Office
DocuSign
CRM Software
Portfolio Management Systems
Billing Systems
d1g1t
QCentral
NBIN
Ticketing System
Account Reconciliation
Money Movement
Regulatory Compliance

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