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Added 39 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 39 mins ago
R|
Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
…coordination with academic support (grant and manuscript preparation, communications, promotion dossiers) and genuine scientific participation in the design and interpretation of studies.…
Added 39 mins ago
R|
Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Solid leadership, management and communications skills
Added 39 mins ago
B&
Maintenance Technician - Surrey
Black & McDonald Limited
Surrey, BC
- Full-time
The Maintenance Technician will support the B&M Facility Manager in the coordination of preventative maintenance tasks and inspections for all building systems and services, and complete…
Added 39 mins ago
B&
Maintenance Technician - Surrey
Black & McDonald Limited
Vancouver, BC
- Full-time
The Maintenance Technician will support the B&M Facility Manager in the coordination of preventative maintenance tasks and inspections for all building systems and services, and complete…
Added 39 mins ago
F
Supervisor IT Client Services
FortisAlberta
Airdrie, AB
- Full-time
Under the general direction of the Manager IT Client Services, the Supervisor IT Client Services is responsible for managing the day-to-day operations of the IT Service Desk and Deskside…
Added 39 mins ago
SM
Fund Accounting Engagement Manager
Standish Management, LLC
Halifax, NS
- Full-time
The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for…
Added 1 hour ago
HT
Trade Compliance Program Manager
Husky Technologies
Bolton, ON
- Full-time
As the Global Trade Compliance Program Manager, you will report to the Director, Global Trade Compliance & Customs and serve as the program lead for enterprise-wide trade compliance…
Added 1 hour ago
M
Senior IT Project Manager
Manulife
Toronto, ON
- Full-time
The Senior IT Project Manager is responsible for the end-to-end delivery of strategic Global Risk Technology and AI-enabled Governance, Risk & Compliance (GRC) transformation initiatives.
Added 1 hour ago
Senior Manager, Integrated Marketing (Masterbrand)
Sephora
Toronto, ON
Ready for a career glow - up? As Senior Manager, Integrated Marketing, you’ll be driving brand preference, excitement, and client engagement through insight - driven strategies and…
Added 1 hour ago
Manager, Data Scientist
Rogers Communications
Toronto, ON
…with exciting and meaningful work waiting for you, including Communications, HR, Legal and Corporate Affairs, Supply Chain, Finance, and Real Estate. If you are considering your next step,…
Added 1 hour ago
Product Owner
Rogers Communications
Toronto, ON
…with exciting and meaningful work waiting for you, including Communications, HR, Legal and Corporate Affairs, Supply Chain, Finance, and Real Estate. If you are considering your next step,…
Added 1 hour ago
G
Environmental stewardship / Guardian Program Coordinator
GoodWork.ca
Vancouver, BC
- Full-time
Under the direction of the Guardian Program Manager, the Guardian Program Coordinator is responsible for supporting the operational delivery of environmental stewardship field work within…
Added 1 hour ago
QW
Administrator
Q Wealth Partners
Toronto, ON
- Full-time
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…
Added 1 hour ago
SM
RQ00047 – Project Manager IM-related Level 2
S M Software Solutions Inc
Victoria, BC
- Full-time
We are seeking an experienced Project Manager – IM-related Level 2 to support British Columbia Shared Services in Victoria, British Columbia. The ideal candidate will have demonstrated…
Added 2 hours ago
UO
Data Scientist - Applied AI, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
Work with the Manager, Data Systems to set a vision for advanced analytics and applied AI within D&A, and develop and implement a comprehensive program that provides data-driven…
Added 2 hours ago
RB
Regional Coordinator
Royal Bank of Canada
Vaughan, ON
- Full-time
Assist with various ad-hoc projects as assigned by the MD and the Manager Practice Enablement
Added 2 hours ago
AI
Project Manager
ATS Industrial Automation
Cambridge, ON
- Full-time
As a Project Manager you will take ownership of complex automation and manufacturing projects from kickoff through successful delivery and closeout. You will lead cross-functional project…
Added 2 hours ago
UH
Kainaiwa Children’s Services Corporation - Receptionist
UpSourced HR
Lethbridge, AB
- Full-time
Reporting to the Human Resource & Communications Manager, the Receptionist will be responsible for the booking of all appointments; processing all incoming telephone calls; channeling all…
Added 2 hours ago
RO
Performance Program Coordinator (12-month Contract)
Royal Ontario Museum
Toronto, ON
- $74,303 to $84,917 CAD / year
- Full-time
Reporting to the Manager, Performance Programs, you will work closely with artists, performers, community arts organizations, and teams across the Museum to develop and deliver innovative…
Added 3 hours ago
SM
RQ00047 – Project Manager IM-related Level 2
S M Software Solutions Inc
Victoria, BC
- Full-time
We are seeking an experienced Project Manager – IM-related Level 2 to support British Columbia Shared Services in Victoria, British Columbia. The ideal candidate will have demonstrated…
Added 3 hours ago
SM
RQ11350 – Test Lead – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…data, and acceptance criteria in collaboration with the project manager, product owners, business analyst, developer, and other…
Added 3 hours ago
SM
RQ11350 – Test Lead – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…data, and acceptance criteria in collaboration with the project manager, product owners, business analyst, developer, and other…
Added 3 hours ago
SM
RQ00047 – Project Manager IM-related Level 2
S M Software Solutions Inc
Victoria, BC
- Full-time
We are seeking an experienced Project Manager – IM-related Level 2 to support British Columbia Shared Services in Victoria, British Columbia. The ideal candidate will have demonstrated…
Added 3 hours ago
WI
Strategic Pursuit Manager - Property & Buildings
WSP in Canada
Victoria, BC
- Full-time
…Buildings business in Western Canada. As a Strategic Pursuit Manager, you will lead the positioning, capture planning, and proposal development of high-value strategic opportunities that…

YouPotential

Administrator

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

Full-time

Apply About employer

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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

Apply to Q Wealth Jobs

Job Board / Administrator

Administrator

hybrid

5160 Yonge Street, Toronto, Ontario, Canada, M2N 6L9

full-time . October 19, 2026

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

Know someone who would be a perfect fit? Let them know!

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More about this job

Responsibilities

Administer client accounts and documentation, support account openings and transfers, respond to client service inquiries, and coordinate with portfolio manager teams and custodial partners. Maintain compliance and service standards, manage complex account requests, and identify workflow improvements and training opportunities.

Requirements

Requires at least 3 years of experience with Canadian wealth management or brokerage firms, including securities brokerage and client account administration. Candidates should understand investment account structures and compliance requirements, have strong client communication and organizational skills, and be proficient with Microsoft Office and relevant financial systems.

Skills

Client Service
Wealth Management
Securities Brokerage
Account Documentation
Regulatory Compliance
Anti-Money Laundering
FATCA Procedures
Microsoft Office
CRM Software
Portfolio Management Systems
Billing Systems
Client Communication
Problem-Solving
Account Reconciliation
DocuSign

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities Brokerage
Client Service
Account Administration
Client Account Documentation
Investment Account Structures
RRSP
RRIF
RESP
TFSA
FHSA
RDSP
AML
FATCA
Microsoft Office
CRM Software
Portfolio Management Systems
Billing Systems
DocuSign
NBIN
d1g1t
QCentral
Account Opening
Account Reconciliation
Know Your Client
Money Movement
Transfers
Regulatory Compliance
Fraud Prevention
Client Reporting

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