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Added 20 mins ago
TT
Commercial Finance Business Partner
Tundra Technical Solutions
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 20 mins ago
T
Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC · Val-Bélair, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 20 mins ago
SI
Family Law Lawyer
Synectics Inc.
Brampton, ON
- Full-time
We are seeking a Family Law Associate with 3+ years of relevant experience to help establish and grow a family law practice within an established firm. This is an excellent opportunity for…
Added 50 mins ago
SD
Bilingual Sales Support Coordinator
Sym-Tech Dealer Services
Richmond Hill, ON
- $58,000 to $62,000 CAD / year
- Full-time
…creativity, and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow professionally. Sym-Tech is…
Added 1 hour ago
QM
Quality Assurance Associate
Quantum Management Services Ltd.
Brantford, ON
- $30 CAD / hour
- Contract
Our client is looking for a Quality Assurance Associate to join their team in Brantford. This role is ideal for a quality professional with pharmaceutical, radiopharmaceutical, or…
Added 1 hour ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…
Added 1 hour ago
KC
Analyst, Mortgage Asset Management
KingSett Capital
Toronto, ON
- Full-time
…to join our CMHC mortgage servicing team. Reporting to the Associate Director, Mortgage Asset Management, you will be responsible for the administration and compliance monitoring of a…
Added 1 hour ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 1 hour ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
As a member of VHA’s multidisciplinary research team, the Research Associate will further VHA’s vision to lead with science in the homecare sector. Working within an embedded research…
Added 1 hour ago
PC
Internal Audit Senior Associate
PwC Canada
Toronto, ON
- Full-time
As an Internal Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will have the opportunity to work with…
Added 1 hour ago
W
Associate Securitization
Winchesters
Toronto, ON
- $100,000 to $115,000 CAD / year
- Full-time
Our client is a well-established, Canadian private equity real estate investment firm with a diversified national portfolio spanning growth, income, urban, mortgage lending, and affordable…
Added 1 hour ago
FL
Associate Lawyer
FRIC, LOWENSTEIN & CO. LLP
Calgary, AB
- Full-time
…successful candidate will gain experience with court appearances, client meetings and, in due course, handling their own…
Added 1 hour ago
T
Customer Experience Associate
TD
AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
MU
Administrative Manager
McGill University
ON
- Full-time
Reporting to the Associate Director Administration, the Administrative Manager is responsible for planning, developing and implementing business processes related to finance, human…
Added 1 hour ago
Associate Legal Counsel
CityofOttawa
Ottawa, ON
Legal Services provides a comprehensive and complex range of legal services to elected officials, all City of Ottawa departments, and various boards and commissions (i.e. Ottawa Police…
Added 1 hour ago
Customer Experience Associate - MacLeod Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Client Care Specialist
Property Law Firm CB LLP
Oakville, ON
At PropertyLaw, we are redefining how legal services are delivered across Ontario and Alberta. We combine deep legal expertise with cutting-edge technology, transparent pricing, and…
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Beaconsfield, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Mont-Laurier, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

Robertson & Company Ltd.

Client Administrative Associate

AB, Canada
Edmonton, AB, Canada

$70,000 to $80,000 CAD base (depending on experience) · Full-time

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Job details

Pay: $70,000 to $80,000 CAD base (depending on experience)
Job type: Full-time
Apply by: Nov 7, 2026
Experience: 5 years experience in the investment industry working with private clients
Posting language: English
Posted: Oct 8, 2026

Original job description

Job Title:
Client Administrative Associate

Location:
Edmonton, AB (Onsite)

Base Salary:
$70,000 to $80,000 CAD base (depending on experience)

The Client
Reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.

What you will achieve in this role

Communicate with clients professionally and effectively
Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
Perform operations related to financial transitions (purchases and sales of securities)
Conduct portfolio trading
Prepare corporate tax information
Execute Internal/external transfers and process de-registrations
Perform RRIF conversions and RESP withdrawals
Administer EFTs, cheques and wires
Execute internal transfers and internal client fee audits
Generate daily, monthly, and annual business reports
Provide backup support to team members when required

What you must bring to this role

CIRO licensed, or willing to receive within 6 months of start date
5 years experience in the investment industry working with private clients
Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
Business bachelor’s degree (finance, business administration, commerce)
Excellent listening and problem-solving skills
Highly organized and meticulous attention to detail
Excellent verbal and written communication skills
Ability to respond creatively to new situations and challenges

Only those who are qualified will be contacted.
This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.

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More about this job

Responsibilities

Communicate with private clients and administer investment account transactions, including deposits, withdrawals, transfers, currency conversions, securities trades, and registered account services. Prepare tax information, process payments and client fee audits, generate business reports, and provide backup support to the team.

Requirements

Candidates must have or be willing to obtain a CIRO license within six months, at least five years of investment-industry experience working with private clients, and strong knowledge of RRSP, RRIF, LIF, TFSA, and RESP accounts. A bachelor's degree in finance, business administration, or commerce is required, along with strong communication, problem-solving, organizational, and detail-oriented skills.

Skills

Client Communication
Deposit and Withdrawal Processing
Securities Trading
Portfolio Trading
Tax Information Preparation
Account Transfers
RRIF Conversions
RESP Withdrawals
Electronic Funds Transfers
Cheque and Wire Processing
Fee Auditing
Business Reporting
Problem-Solving
Attention to Detail
Organization

Visa sponsorship

Not detected in the job text

Keywords

CIRO License
Private Wealth Management
Investment Industry
Private Clients
Investment Accounts
RRSP
RRIF
LIF
TFSA
RESP
Securities
Portfolio Trading
Currency Conversion
Tax Management
Corporate Tax Information
Financial Transitions
Internal Transfers
External Transfers
De-registrations
Electronic Funds Transfers
Cheques
Wire Transfers
Client Fee Audits
Business Reporting
Background Screening

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