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Added 25 mins ago
R&
Program Manager - IT V
Robertson & Company Ltd.
Toronto, ON
- Contract
Robertson is seeking a skilled Program Manager - IT V to join our client in support of an existing vacancy.
Added 25 mins ago
PV
General Manager
P3 Veterinary Partners
Halifax, NS
- Full-time
P3 Veterinary Partners is seeking an experienced General Manager to join our team in a full-time capacity at Coastal Care Veterinary Emergency & Referral Hospital in Halifax. If you inspire…
Added 25 mins ago
OS
Associé, services clients/ Associate, Client Services
Oberfeld Snowcap
Montreal, QC
- Full-time
…gestion des dossiers et la garantie d’un excellent service…
Added 25 mins ago
MM
Miu Miu General Manager, Vancouver Oakridge
Miu Miu
Vancouver, BC
- Full-time
…for overall store performance. To guarantee an extraordinary Client experience, being present on the sales floor, leading and supporting all activities to achieve store…
Added 25 mins ago
T
Client Solutions Manager - Industry Operations (Commerce) - Toronto
TikTok
Toronto, ON
- Full-time
…solutions and methodologies. We nurture accounts through high-touch client service and education on TikTok solutions, supporting clients in achieving their marketing and business…
Added 26 mins ago
PP
Réceptionniste/Receptionnist
Paraza Pharma
Montreal, QC
- Full-time
Reporting to the Manager of Office Operations, the Receptionist will be the first point of contact for the organization. The ideal candidate to join our dynamic team will meet/greet and…
Added 39 mins ago
Manager, Research Programs & Partnerships (2 positions)
George Brown Polytechnic
Toronto, ON
TITLE: Manager, Research Programs & Partnerships (2 positions)
Added 39 mins ago
CG
Security Guard - Backfill Use of Force staff - Toronto
Commissionaires Great Lakes
Toronto, ON
- Part-time
Your commitment to serving the needs of our clients and employees will encourage client and employee loyalty and enhance our organization’s success.
Added 40 mins ago
Pre-Planning Director
Arbor Memorial Inc
Ajax, ON
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 40 mins ago
T
Senior Group Manager, Marketing (Commercial Banking & Build for the Future)
TD
Toronto, ON
- Full-time
Reporting to AVP Marketing, Business Banking, Branch and Regional we're looking for Senior Manager Commercial Banking & Build for the Future to manage a team of marketing professionals in…
Added 40 mins ago
T
Financial Crime Risk Investigation Support Officer I (5597)
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 40 mins ago
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Business Enablement, Transformation and Data Privacy Senior Manager
Citi
Mississauga, ON
- Full-time
Reporting directly to the Head of Transfers Office Function, this role will serve as a key member of the Transfers Leadership Team responsible for driving enterprise transformation,…
Added 55 mins ago
GT
Senior Project Manager - Compliance, Bank Act
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $90 to $100 CAD / hour
- Contract
Our client, a leading Canadian financial institution, is seeking a Senior Technical Project Manager to lead a regulatory technology initiative supporting Bank Act compliance requirements.…
Added 55 mins ago
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Procurement & Supply Chain Analyst / Supply Chain Data Analyst (PSCA013)
Potenco
Canada
- Full-time
Our client, an established organization specializing in systems integration and technology solutions, is seeking a Supply Chain Data Analyst with a strong background in procurement,…
Added 55 mins ago
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Finance Manager
IFG - International Financial Group
Brampton, ON
- $100,000 to $130,000 CAD / year
- Full-time
We are helping our manufacturing client in North Brampton with a Finance Manager search. This is a full-time permanent opportunity with benefits, bonus, RRSP matching and more. Looking for…
Added 57 mins ago
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Client Service Officer, Business Banking
BMO
Blainville, QC · Montreal, QC
- Full-time
Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and…
Added 57 mins ago
Account Manager
Time & Space Media LTD.
Halifax, NS
We are looking for a Media Account Manager to support the day-to-day management and execution of client accounts, working closely with our Client Service department and cross-functional…
Added 57 mins ago
EF
Sr. Finance Process Excellence & Automation Analyst
Element Fleet Management
Toronto, ON
- Full-time
…first, then business – delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our…
Added 57 mins ago
Senior Project Manager, Payvider Operations
TELUS
Ottawa, ON
As a Senior Project Manager on the TELUS Health Payvider Operations Project Management team, you'll lead complex, high-stakes healthcare system implementations that directly impact…
Added 1 hour ago
CB
Senior Accountant - Operational Finance
Clark Builders
AB · Edmonton, AB
- Full-time
Reporting to: Accounting Manager, Operational Finance
Added 1 hour ago
Principal Service Delivery Manager
Capgemini
Toronto, ON
The Service Delivery Manager/Director serves as the senior interface between the client and the Service Delivery Operations teams delivering IT infrastructure services. The Service Delivery…
Added 1 hour ago
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Project Coordinator - Calgary
PTAG
Calgary, AB
- Full-time
Client Satisfaction: We strive for 100% satisfaction on every project.
Added 1 hour ago
DE
Manager of Business Operations
Design Electronics
Niagara Falls, ON
- Full-time
…that allow a growing business to deliver? We are seeking a Manager of Business Operations to drive operational excellence across our Project Management Office (PMO), Warehouse & Logistics,…
Added 1 hour ago
T
Governance & Control Analyst III - Pre-Identified Candidate
TD
Markham, ON
- Full-time
…business governance and control objectives. May provide complex reporting, analysis, testing and assessments at the functional or enterprise level and is generally a lead or SME for a given…
Added 1 hour ago
SL
Bilingual Financial Service Consultant- Insurance
Sun Life
AB · BC · MB · NB · NS · Ottawa, ON · Toronto, ON · Waterloo, ON · ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Reporting to the Sales Manager, Client Solutions you will:

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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