Financial Advisor Assistant (Licensed)

Toronto, Ontario

Candidate Profile

Our client, a leading Canadian investment dealer, is seeking a Licensed Financial Advisor Assistant to join their team. The ideal candidate is a driven and detail-oriented professional with strong organizational, administrative, and client-facing abilities. Comfortable juggling competing priorities, they thrive in fast-paced environments while maintaining precision and a high standard of service.

As a trusted member of the advisory team, this individual will play a central role in supporting the Senior Portfolio Manager and contributing to the overall success of client relationships and day-to-day branch operations. The right fit will be dependable, proactive, and polished, with excellent communication skills and an unwavering commitment to accuracy.

Key Responsibilities

• Cultivate and sustain strong client relationships through attentive, responsive, and professional service delivery
• Handle day-to-day trade processing, account inquiries, and client communications with accuracy and timeliness
• Oversee account setup and administration, including documentation for new accounts, record maintenance, and correspondence with head office
• Coordinate scheduling for client meetings, presentations, and follow-up actions to ensure a seamless advisory experience
• Execute security transactions, fund transfers, and cash management activities in compliance with firm and regulatory guidelines
• Spearhead tax reporting coordination, liaising with clients and their tax professionals to deliver timely documentation and updates
• Contribute to marketing efforts such as social media management, email campaigns, event planning, and promotional content development
• Ensure all client files, CRM records, and KYP documentation remain current and compliant with industry standards
• Verify that all documentation and transactions adhere to applicable regulatory and organizational requirements
• Pursue ongoing professional development, regulatory training, and continuing education as required
• Proactively flag potential issues and work toward timely, effective resolution

Qualifications

Education & Experience

• Post-secondary education required
• A minimum of 3 years of experience in an advisor support capacity within the wealth management industry

Licensing & Designations

• Investment Representative licensing is required
• Registered Representative designation is preferred, or willingness to pursue it

Skills & Competencies

• Solid understanding of investment products, securities practices, and wealth management operations
• Hands-on experience with account administration across registered and non-registered account types (e.g., RRSPs, TFSAs, corporate accounts)
• Working knowledge of compliance obligations and regulatory frameworks within the Canadian securities industry
• Exceptional organizational abilities with a proven capacity to manage multiple priorities under tight timelines
• Meticulous attention to detail with a focus on delivering outstanding client outcomes
• Strong verbal and written communication skills, with an ability to build rapport both independently and within a collaborative team
• Sound professional judgment and discretion in handling confidential client information
• Proficiency with Microsoft Office applications and adaptability to new technology platforms
• Strong working knowledge of Excel, including basic spreadsheet functions and reporting tasks.
• Experience with CRM platforms, digital marketing tools, or personal tax filing software is considered an asset

What the Firm Offers

• Competitive compensation and incentives
• Comprehensive health and dental benefits package
• Group RRSP matching program
• Employee Stock Purchase Plan
• Generous paid time off and dedicated volunteer days
• Tuition reimbursement and ongoing professional development support
• Discretionary bonus structure tied to individual and team performance
• Flexible work arrangements upon eligibility
• A culture that prioritizes internal promotion and community involvement

Financial Operations Analyst (Middle-Back Office)

Downtown Montreal (Hybrid)

About the Firm

Our client is an independent wealth management firm based in downtown Montreal, offering personalized and comprehensive wealth management services through a unique multi-disciplinary structure. The firm’s group of companies spans wealth management, financial and tax planning, law, international taxation, and philanthropy—providing clients with a fully integrated approach to managing their financial affairs.

Role Overview

The firm is seeking a Financial Operations Analyst to join the Investment team in a middle-back office capacity. Reporting directly to the Chief Investment Officer, you will be responsible for the operational infrastructure that supports the firm’s investment activities—from account openings and transaction processing to custodian reconciliations and client reporting.

This is a hands-on role ideal for someone with strong investment operations experience who thrives on accuracy, process, and problem-solving within a boutique, client-focused environment.

Core Responsibilities

• Reconcile custodian data against the internal investment accounting system, investigating and resolving any discrepancies
• Process and monitor operational instructions related to financial transactions and settlement activity
• Open and set up bank and/or custodian accounts for new and existing clients
• Record transactions into the internal investment accounting system accurately and on a timely basis
• Verify the accuracy of information received from custodians and external service providers
• Interpret and apply data mapping rules between internal systems and external platforms to ensure consistency
• Coordinate with external counterparties to resolve reconciliation differences efficiently
• Ensure client files remain compliant, including investment policy statements, service agreements, and client communications
• Prepare fund subscription and redemption documentation as required
• Maintain ongoing communication with custodians and other service providers
• Produce various reports related to back-office and investment operations
• Support the preparation and distribution of client-facing reports
• Document and maintain departmental procedures to ensure operational continuity
• Take on additional related duties as assigned

Qualifications & Skills

• Minimum 5 years of relevant experience in the financial services or investment industry
• Solid understanding of investment accounting and performance measurement principles
• Strong knowledge of the investment and wealth management industry
• Bilingual proficiency in French and English (spoken and written) is required
• Excellent command of Microsoft Office, particularly Excel
• Meticulous attention to detail with strong organizational and time management skills
• Collaborative team player who communicates effectively across departments
• Ability to manage competing priorities and consistently meet deadlines
• Experience with fund clearing and settlement platforms (e.g., Fundserv, FundSettle) is an asset
• Experience developing or implementing technology tools is considered a plus

Compensation & Work Environment

The firm offers a competitive salary based on experience, a comprehensive benefits package effective from the date of hire, and a stimulating, flexible work environment focused on excellence.

Accounts Payable & Accounting Coordinator

Montreal, QC (Hybrid)

About the Company

Our client is a well-established family office managing a diverse real estate portfolio of properties across multiple entities. The company is looking for a detail-oriented accounting professional to join the team and support day-to-day financial operations.

Role Overview

The Accounts Payable & Accounting Coordinator will play a key role in the daily accounting operations of the real estate portfolio. You will be responsible for processing vendor invoices, performing bank and credit card reconciliations, and ensuring accurate financial records are maintained across multiple entities and properties.

Core Responsibilities

• Process vendor invoices with accuracy and in a timely manner, verifying coding, supporting documentation, approvals, and applicable sales taxes
• Prepare payment packages and assist with processing electronic payments
• Carry out monthly bank reconciliations across multiple accounts
• Complete monthly corporate credit card reconciliations, following up on missing receipts or unclear transactions
• Investigate and resolve discrepancies across accounts payable, bank accounts, and credit card statements
• Respond to vendor inquiries and keep vendor records current and accurate
• Support the month-end close process, including preparation of accruals, prepaid expenses, and balance sheet reconciliations
• Maintain well-organized electronic records and supporting documentation across all entities
• Assist with additional accounting and administrative tasks as needed

Qualifications

• 3–5 years of hands-on accounting experience, with a focus on accounts payable and reconciliations
• Diploma or bachelor’s degree in accounting, finance, or a related discipline
• Experience working within real estate, property management, or a multi-entity environment is a strong asset
• Familiarity with Hopem property management software is considered an advantage
• Proficient with Microsoft Excel and accounting software
• Exceptional attention to detail with strong organizational skills and the ability to meet deadlines consistently
• Bilingual proficiency in English and French (written and spoken) is required
• Able to work independently while collaborating effectively with internal teams and external vendors

Specialist, Corporate Accounting and Financial Reporting

Montreal, QC

About the Firm

Our client is a well-established institutional investment management organization based in Montreal, responsible for managing one of the largest single-employer defined benefit pension funds in Canada. With a proven track record spanning over five decades and approximately $18 billion in assets under management, the organization takes a predominantly in-house approach to portfolio management across a broad range of asset classes.

The culture is agile, forward-thinking, collaborative, and risk-conscious. Employees operate in a flexible, inclusive environment with meaningful opportunities for professional growth, continuous learning, and career development.

Role Overview

The organization is seeking a Specialist to join its Corporate Accounting and Financial Reporting team. This is a senior-level individual contributor role with oversight responsibilities. You will ensure the accurate accounting and financial reporting of both investment and non-investment activities for the pension plans and their subsidiaries.

You will serve as a subject matter expert in ensuring the integrity, quality, and timeliness of financial information tied to complex investment activities—including public and private investments, derivatives, and hedge funds. You will collaborate closely with stakeholders across the organization and take ownership of regulatory, audit, and compliance requirements.

This is an ideal opportunity for an experienced accounting professional who thrives in a sophisticated investment environment, brings a strong analytical mindset, and is driven to continuously strengthen processes and controls.

Core Responsibilities

• Oversee the accurate, complete, and timely accounting and reporting of publicly traded and private investments, derivative instruments, and hedge fund holdings
• Supervise and review daily, monthly, quarterly, and year-end financial reporting, including investment-related note disclosures and subsidiary financial statements
• Guarantee that all investment activities are properly captured and reflected in the official book of records
• Review reconciliations performed by the team, ensuring discrepancies are thoroughly investigated and resolved
• Maintain deep expertise in private investment structures and their reporting requirements, keeping all supporting documentation current and accurate
• Review and quality-check documentation prepared for interim and year-end external audits
• Oversee regulatory, tax, and compliance reporting obligations, ensuring accuracy and adherence to deadlines
• Develop, document, and maintain accounting procedures that support operational consistency and best practices
• Drive continuous improvement by identifying opportunities to strengthen processes, internal controls, and reporting quality
• Lead workstreams within departmental initiatives and special projects
• Provide coverage and support to other team members as required

Specialized Knowledge & Skills

• Comprehensive and current knowledge of accounting and auditing frameworks (ASPP, ASPE, IFRS, and COSO)
• Deep understanding of derivative products and private asset structures is essential
• Proven ability to investigate complex accounting and financial issues and resolve discrepancies with minimal supervision
• Track record of identifying and implementing improvements to accounting processes and internal controls
• Strong analytical and problem-solving capabilities with the ability to identify inconsistencies and recommend effective solutions
• Proficient in Microsoft 365 applications (Word, Outlook, Teams)
• Advanced Excel skills are required
• Working knowledge of Bloomberg is required
• Experience with SAGE 300 is considered an asset
• Familiarity with tools such as Sigma, Python, SQL, or Tableau is considered an asset

Experience

• Minimum of seven years of investment accounting or investment finance experience within the financial services industry
• Strong working knowledge of SimCorp Dimension and/or a comparable investment accounting platform
• Demonstrated experience overseeing financial reporting cycles and reviewing the work of other team members

Education & Credentials

• Bachelor’s degree in Accounting
• CPA designation is required
• Canadian Securities Course (CSC®) is considered an asset
• Derivatives Securities Course is considered an asset
• A minor in Finance and/or Business Technology is considered an asset

Language Requirements

Bilingual proficiency in French and English (spoken and written) is required.

Desirable Skills & Attributes

• Strong analytical mindset with meticulous attention to detail and accuracy
• Ability to manage multiple competing priorities with a high degree of autonomy and accountability
• Strong work ethic, personal integrity, and collaborative interpersonal skills
• Motivated by continuous improvement and comfortable taking ownership in a dynamic, evolving environment

Client Service Administrator

Remote / Hybrid

About the Firm

Our client is a premier independent Canadian wealth management firm trusted by high-net-worth families across the country to manage their investment portfolios on a discretionary basis and provide comprehensive financial advice. The organization delivers financial planning, tax, and estate services alongside investment management through a CIRO-member broker dealer, with a team of over 100 employees and nearly 30 years of proven results.

The firm’s culture is built on doing what’s right for clients, evidence-based decision-making, personal accountability, innovation, and humility. Continuous learning and an unwavering commitment to client experience are at the core of everything they do.

Role Overview

This is a key role sitting at the intersection of client service, investment operations, and administrative support. As a Client Service Administrator, you will play a vital part in supporting financial advisors by managing the day-to-day operational and administrative tasks required to onboard, maintain, and service client accounts. You’ll ensure the smooth processing of documentation, contribute to regulatory compliance, and deliver a professional, timely, and accurate client experience.

The position offers hands-on exposure to all aspects of client service and investment operations, making it ideal for someone with industry experience looking to grow.

Core Responsibilities

Client Operations & Service

• Manage the full client onboarding lifecycle including account openings, KYC updates, asset transfers, and portal activation
• Coordinate with compliance and operations teams to ensure all procedures are current and properly followed
• Process client service requests such as wire transfers, letters of direction, cheque requests, and address changes
• Track and follow up on account transfers to ensure timely and accurate completion
• Respond to statement and report requests from clients and their external accountants
• Prepare monthly and quarterly reporting packages for key client relationships
• Investigate and resolve operational and compliance-related inquiries using internal tools and escalation channels

Portfolio & Account Management

• Conduct periodic audits of registered accounts to ensure ongoing regulatory compliance
• Update CRA contribution limits for TFSA and RESP accounts
• Review and maintain high-interest savings account listings

Client Relationship Management

• Plan and execute systematic client outreach campaigns (e.g., RRSP season, CPP eligibility milestones)
• Maintain and update CRM systems and client contact databases
• Communicate directly with clients regarding operational, documentation, and service-related matters
• Schedule and prioritize client meetings based on established criteria and advisor preferences
• Prepare pre-meeting documentation and checklists to support advisor meetings

Administrative Support

• Prepare comprehensive annual tax packages for clients
• Maintain well-organized client files and documentation across all systems
• Set follow-up reminders and manage internal task workflows to ensure nothing falls through the cracks
• Participate in regular team meetings to share updates, discuss process improvements, and align on priorities

Qualifications

• Experience in the investment industry with a solid understanding of registered accounts, tax implications, and regulatory requirements
• Administrative experience at a CIRO-member dealer is considered a strong asset
• Proficiency with CRM systems and investment platforms is expected
• Strong working knowledge of Microsoft Office is required
• Familiarity with NBIN (National Bank Independent Network) is an asset
• Securities licensing or completion of required exams (CSC, CPH) is an asset
• Genuine interest in developing toward an investment advisory career path
• Excellent client communication skills with a sharp eye for detail and accuracy
• Ability to communicate openly and collaboratively with team members

Client Services Associate

Montreal West Island, QC

About the Firm

Our client is a well-established, independent wealth management firm based in Montreal’s West Island, serving high-net-worth Canadian professionals, executives, entrepreneurs, and retirees. The firm delivers integrated solutions encompassing discretionary portfolio management, financial planning, and tax advisory services.

With over 25 years in business and an exceptional client retention rate, the firm has built its reputation on a personalized, client-first approach. The team manages long-term investment and retirement strategies for approximately 350 client families nationwide.

This is a collaborative, close-knit environment with a family-oriented culture—ideal for someone looking for a stable, long-term role where they can become a valued and trusted member of the team. The office offers a professional setting with on-site parking and convenient access to transit and local amenities.

Role Overview

This position was created to support the firm’s evolving business strategy and its continued commitment to delivering an outstanding client experience. As a Client Services Associate, you will provide day-to-day administrative and operational support to the advisory team while ensuring exceptional service to clients.

The role is well suited for someone with experience in wealth management or financial services who brings strong organizational skills, attention to detail, and a genuine commitment to client care.

Core Responsibilities

• Deliver consistent, high-quality client service and operational support across investment accounts on a daily basis
• Coordinate the account opening and onboarding process, including preparing documentation, tracking asset transfers, and following up on outstanding items
• Manage electronic signing platform workflows end-to-end, from initiation through completion, and escalate issues as needed
• Maintain accurate and current client records within the firm’s CRM system
• Review and reconcile daily client activity reports, identifying and flagging discrepancies for further investigation
• Handle routine client inquiries professionally and promptly, escalating more complex matters to the appropriate team members
• Coordinate client communications and follow-ups to ensure requests are resolved in a timely manner
• Assist clients with access to custodian and portfolio management platforms, troubleshooting and escalating technical issues when required
• Act as a liaison with custodians on administrative and operational requests
• Ensure all activities comply with internal procedures, regulatory requirements, and applicable compliance standards
• Provide general administrative and operational support to the broader advisory and operations teams as needed

Qualifications

• 2–5 years of relevant experience in financial administration or client service within the wealth management industry; experience at a portfolio management firm is a strong asset
• Post-secondary diploma or degree, or an equivalent combination of education and hands-on industry experience
• Familiarity with investment account types and workflows within a wealth management setting is an asset
• Exceptional client service skills with strong attention to detail, follow-through, and organizational ability
• Excellent verbal and written communication skills with the ability to build and maintain strong relationships
• A proactive, resourceful problem-solver who listens carefully and responds effectively to both client and team needs
• Proficient with Microsoft Office (Excel, Word), web-based tools, and CRM or client database systems
• Fully bilingual in English and French (written and spoken) is required

Compensation & Benefits

• Excellent base salary, based on experience and qualifications
• Competitive bonus opportunity
• Comprehensive benefits package
• Retirement savings support
• Paid time off
• Team and company events