Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 16 mins ago
Customer Experience Manager
ASSA ABLOY
ON · Woodbridge, ON
Fleming and Baron, an ASSA ABLOY company, is adding a Customer Experience Manager to the team. This position will be located on-site at our Woodbridge, Ontario manufacturing facility.
Added 16 mins ago
Area Manager, Field Sales (Saskatoon)
Rogers Communications
Saskatoon, SK
We are currently seeking a Area Manager for the Field Sales Team within the Saskatoon. This role is directly responsible for delivering monthly, quarterly and yearly sales targets for…
Added 16 mins ago
AF
Club Manager
Anytime Fitness - 567508
Calgary, AB
- $19 to $26 CAD / hour
- Full-time
State-of-the-art sales training, continued education/development, and support.
Added 16 mins ago
J
Customer Onboarding Specialist
Jobber
Remote, Canada
- Full-time
- Remote
Reporting to a Manager, Customer Onboarding, our Customer Onboarding Specialists play a pivotal role in welcoming new home service businesses to Jobber and setting them up for long-term…
Added 16 mins ago
RB
Senior Manager, Strategic Execution and Transformation
Royal Bank of Canada
Toronto, ON
- Full-time
5+ years of project management experience with a demonstrated track record of leadership, problem-solving, and relationship management
Added 16 mins ago
B
Project Lead Logistics
BRP
Saint-Philippe, QC
- Full-time
We are looking for a PAA (Parts, Accessories and Apparel) Logistics Project Lead who will participate in the development of the strategy and act as project manager for the transformation of…
Added 16 mins ago
A
Electrical Department Manager
AECOM
London, ON
- $142,000 to $174,000 CAD / year
- Full-time
AECOM is seeking an Electrical Department Manager to lead and grow our Electrical Engineering team in the Kitchener/London region. This is a visible leadership role for a licensed…
Added 22 mins ago
TF
Visitor Information Centre & Destination Assistant Manager
Tourism Fernie
Fernie, BC
- Full-time
Reporting to Tourism Fernie’s Destination Management & Development Manager, the successful candidate will help lead the day-to-day operations of the Fernie Visitor Information Centre and…
Added 22 mins ago
NH
Manager, Clinical Services, SNS
Niagara Health
ON · Greater St-Catharines-Niagara Metropolitan Area
- Temporary
We are seeking a dynamic and experienced Manager to provide leadership and oversight for the planning, development, coordination and implementation of the education and orientation strategy…
Added 25 mins ago
Account Manager (Commodity Sales)
Conestoga Meats
Breslau, ON
We invest in our employee’s potential and value to the company by providing professional development and training for all roles and succession planning to align job interests and potential.…
Added 25 mins ago
UO
Learning Initiatives Coordinator
University of British Columbia
Vancouver, BC · UBCV | Wesbrook Building (WESB)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…The Coordinator will also work closely with the VPS Finance Manager on budget planning and reporting. The Coordinator works under the direction of an Engagement Advisor and with staff…
Added 25 mins ago
WG
Business Developer – Outside B2B Sales - Downtown Toronto
Wagonmaster Group
Richmond Hill, ON
- Full-time
Are you a relationship-driven sales professional who enjoys developing new business, growing customer accounts and building long-term partnerships?
Added 25 mins ago
GL
Senior Program Manager (Aerospace)
Gastops Limited
Ottawa, ON
- Full-time
Based in Ottawa, Ontario the Senior Program Manager – Aerospace Programs will report to the Director of Aerospace Operations & Enterprise PMO and play a critical role in the growth and…
Added 25 mins ago
T
Personal Banker - Cavendish
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 25 mins ago
T
Wealth Operations Officer II
TD
Toronto, ON
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 25 mins ago
HR
Personal Shopper
Holt Renfrew
Vancouver, BC
- Full-time
…dental benefits, tuition assistance, and continuous learning and…
Added 29 mins ago
OF
Business Development & Client Relations Manager
Orooj Financial Group
Oakville, ON
- Full-time
As we grow under our new identity, OFG Insurance & Estate Planning, we are looking for a confident, ambitious, and relationship-driven Business Development & Client Relations Manager to…
Added 29 mins ago
RC
Area Manager, Field Sales (Saskatoon)
Rogers Communications
Saskatoon, SK
- Full-time
We are currently seeking a Area Manager for the Field Sales Team within the Saskatoon. This role is directly responsible for delivering monthly, quarterly and yearly sales targets for…
Added 29 mins ago
SC
Account Manager Rosetown, SK
Simplot Company
Rosetown, SK
- Full-time
…fertilizer manufacturing, food processing, commercial product development, and…
Added 29 mins ago
BA
Automotive Sales Manager
Bruce Automotive Group
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
…looking for an experienced, results-driven Automotive Sales Manager to lead our sales department and help take our dealership to the next level. This is an exciting opportunity for a proven…
Added 29 mins ago
PS
Technical Sales Representative
Professional Staffing
Sarnia, ON
- $90,000 to $120,000 CAD / year
- Full-time
Develop territory plans and collaborate with the Sales Manager to drive growth.
Added 29 mins ago
RC
Early Childhood Educator (ECE)
Regent Christian Academy (RCA)
Surrey, BC
- Contract
…learning programs. We focus on strong academics, whole-child development, and a Christ-centred environment where students grow in character and purpose. Our teams work hard, care deeply,…
Added 29 mins ago
BC
Client Service Manager - Private Client Services
BFL CANADA
Langley (District), BC · Langley, BC
- Full-time
We support our employees to shape their career by encouraging continuing education and investing in training and development.
Added 29 mins ago
MO
Warehouse Manager
Martin-Brower of Canada Co.
New Westminster, BC
- $105,000 to $120,000 CAD / year
- Full-time
The Warehouse Manager is accountable for ensuring the safe, productive, reliable, timely execution, and monitoring & analysis of all warehouse and inventory control operations within the…
Added 29 mins ago
CC
Business Development Representative
Cintas Canada
Milton, ON
- Full-time
Cintas is seeking a Business Development Representative to focus on product line growth within existing customer accounts. Responsibilities include prospecting, cold calling, setting…

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

Report this job