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 20 mins ago
F
Supervisor IT Client Services
FortisAlberta
Airdrie, AB
- Full-time
Added 20 mins ago
SM
Fund Accounting Engagement Manager
Standish Management, LLC
Halifax, NS
- Full-time
Added 1 hour ago
QW
Administrator
Q Wealth Partners
Toronto, ON
- Full-time
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.
Added 2 hours ago
AS
Contracts Administrator
ATCO Structures
Cookstown, ON
- Full-time
Added 2 hours ago
CO
Fleet Asset Coordinator
County of Simcoe
Midhurst, ON
- Full-time
Added 2 hours ago
UO
Program Administrator, Clinical Skills
University of Victoria
Victoria, BC
- Full-time
Added 3 hours ago
B
ServiceNow Developer (CONTRACT ROLE)
Brookfield
Toronto, ON
- Full-time
…investors in real estate, with a global portfolio that includes office, retail, multifamily, logistics, hospitality and alternative real estate assets on five continents. The Group owns and…
Added 3 hours ago
R
Power Platform Administrator & Governance Lead
Raise
Calgary, AB
- Full-time
Raise is currently hiring a Power Platform Administrator & Governance Lead on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to…
Added 3 hours ago
F
Senior Property Administrator
Fitzrovia
Toronto, ON
- Full-time
The opportunity: Fitzrovia is seeking a Senior Property Administrator to own tenant ledger, rent roll, and lease administration for a defined portfolio of buildings across Ontario, Quebec,…
Added 3 hours ago
AI
Warranty Administrator - Northland Chrysler Dodge Jeep Ram
AutoCanada Inc.
Prince George, BC
- $41,000 to $47,000 CAD / year
- Full-time
Added 3 hours ago
AI
Warranty Administrator - Northland Chrysler Dodge Jeep Ram
AutoCanada Inc.
Spruce Grove, AB
- $40,000 to $65,000 CAD / year
- Full-time
Added 3 hours ago
Snow School Administrator - Winter 26/27
The Lake Louise Ski Area Ltd
Lake Louise, AB
Added 4 hours ago
R
System Administrator
Raise
Burnaby, BC
- Contract
Unit4 System Administrator and Support Specialist
Added 4 hours ago
HW
HR and Office Coordinator
Hooper Welding
Hamilton, ON
- $60,000 to $85,000 CAD / year
- Full-time
We are looking for an HR Coordinator & Office Manager to be the welcoming face and organizing force of our Hamilton facility. You will greet every visitor who walks through our doors, keep…
Added 4 hours ago
PA
Front Desk Administrator (AutoPlanet Durham)
Performance Auto Group
Clarington, ON
- Full-time
AutoPlanet Durham is looking for a Front Desk Administrator to join their Dynamic Team!
Added 4 hours ago
PA
Part-Time Floater Front Desk Administrator (Head Office - Niagara)
Performance Auto Group
St. Catharines, ON
- Part-time
Performance Auto Group is currently seeking a Part-Time Floater Front Desk Administrator to join our Niagara dealerships. The successful candidate will be primarily responsible for…
Added 4 hours ago
PA
Full-Time Casual Floater Front Desk Administrator (Performance Auto Group - GTA)
Performance Auto Group
Brampton, ON
- Full-time
Performance Auto Group is currently seeking a Full-Time 6 Month Contract Casual Floater Front Desk Administrator to join our GTA Head Office. The successful candidate will be primarily…
Added 4 hours ago
FA
Financial Analyst, Financial Planning & Analysis (Future Opportunities)
Fengate Asset Management
Oakville, ON
- Full-time
Added 4 hours ago
RE
Office Administrator
Rush Enterprises
Sudbury, ON
- Full-time
The Office Administrator provides support to the dealership, ensuring services are p
Added 5 hours ago
RS
Office Administrator
Riide Saskatoon
Saskatoon, SK
- Full-time
RIIDE Holdings Inc. is looking for an organized, professional and service-oriented Office Administrator to support reception and daily office operations. As a first point of contact for…
Added 5 hours ago
DC
Campus Administrator and Financial Aid Officer
Discovery Community College
Langford, BC
- Full-time
Discovery Community College (DCC) is seeking an organized, service-focused Campus Administrator and Financial Aid Officer to support campus operations and help students navigate the…
Added 5 hours ago
RP
Accounts Payable Administrator
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
We are seeking a high-volume, task-oriented Accounts Payable Administrator to join the growing finance team of a rapidly expanding EPC firm based in Calgary. Supporting a company…
Added 6 hours ago
TS
26-68 Senior Accountant (18 months)
Technical Safety BC
Vancouver, BC
- Full-time
Added 6 hours ago
Y
Administrator
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 6 hours ago
TS
26-68 Senior Accountant (18 months)
Technical Safety BC
Vancouver, BC
- Full-time

YouPotential

Administrator

Toronto, ON, Canada
Greater Toronto Area, Canada, 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

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!

Powered By

Apply About employer

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

Report this job