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Added 4 mins ago
R(
Fashion Associate (Part time) - Kenaston
Reitmans (Canada) Ltée/Ltd
Winnipeg, MB
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 18 mins ago
C&
Operations Associate
Crate & Barrel
Vancouver, BC
- $18.25 to $20 USD / hour
- Full-time
As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and supporting the salesfloor. Reporting to the Assistant Store Leader, you’ll ensure timely…
Added 18 mins ago
DD
The Shoe Co. - Supervisor Part-time
DSW Designer Shoe Warehouse
Charlottetown, PE
- Part-time
Working here is a shoe lover’s dream: As a Designer Brands associate, you and your eligible to;
Added 19 mins ago
Retail Associate - Hourly - Stores
Fossil Group
AB
The Sales Associate’s overall responsibility is to provide a Radical Customer Experience. They align their day with business needs and take action in order to successfully achieve sales…
Added 34 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Duncan, BC
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Pharmacy Student, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Pharmacy Student, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kelowna, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Edmonton, AB
- Part-time
…of pharmacy services and participate in the maintenance and operations of the Pharmacy as described by the Pharmacy Standards of Practice, and to provide superior, timely, and pleasant…
Added 34 mins ago
SD
Cashier, Hourly Part Time Day
Shoppers Drug Mart
Kamloops, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Supervisor, Production
Shoppers Drug Mart
Burnaby, BC
- Full-time
The Supervisor Production will assist the Pharmacy Operations Management Team in overseeing the day-to-day workflow process of their team within Operations and to ensure optimal customer…
Added 34 mins ago
SD
Pharmacy Student, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 34 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 34 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
New Westminster, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 34 mins ago
W
(CAN) Stockperson/Cartpusher
Walmart
New Westminster, BC
- Part-time
…and a strong focus on safety, this role supports smooth store operations while building valuable skills in retail, teamwork, and customer…
Added 34 mins ago
W
(CAN) Overnight Associate (Full Time)
Walmart
Merritt, BC
- Full-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 34 mins ago
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(CAN) Fashion Associate Temporary - Contract ends April 19, 2027
Walmart
Brampton, ON
- Part-time
Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks…
Added 34 mins ago
W
Asset Protection Operations Team Associate
Walmart
Olds, AB
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 34 mins ago
W
(CAN) Overnight Associate Temporary - Contract ends April 19, 2027
Walmart
Brampton, ON
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 34 mins ago
W
(CAN) Gérant de rayon, déchargement
Walmart
Baie-Comeau, QC
- Full-time
Added 34 mins ago
W
(CAN) Overnight Associate PT
Walmart
Salmon Arm, BC
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 34 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Slave Lake, AB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 34 mins ago
W
(CAN) Customer Service Manager (Part Time)
Walmart
Merritt, BC
- Part-time
Monitors Front End operations to ensure proper associate coverage, coordinates breaks, and provides support to outlying registers to maintain efficient customer flow.
Added 34 mins ago
TH
Receiving Supervisor: Full Time - COUNTRY HILLS (Receiving Experience Required)
The Home Depot
Burnaby, BC
- Full-time
…growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the knowledge and support needed to successfully meet the needs of our business and…

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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