Associate - Wealth Management Operations

**Operations & Admin Associate - Wealth Management**
- Hybrid - Canada (Toronto or Vancouver preferred)_
**Full-time | $45,000-$60,000 base + bonus + RRSP match + benefits + potential revenue share**

**About Sartorial Wealth**

Sartorial Wealth is a boutique cross-border wealth management firm serving successful individuals and families across Canada and the U.S. Led by a media-featured, award-winning Portfolio Manager, we combine high-touch client service with globally integrated planning, delivering sophisticated advice across borders.

We’re growing — and we’re looking for a **highly organized, detail-oriented, and experienced Operations & Administrative Associate** to support our operational efficiency, compliance, and client service delivery.

**The Role**

This is a **hybrid operations and administration position** for someone with **1-3 years of direct experience** in the financial services industry who thrives in a fast-paced, boutique environment. You will work closely with our Operations Manager and be an integral part of the operations team, contributing across all key operational areas to ensure smooth day-to-day business and exceptional client service.

**Key Responsibilities**
- Collaborate closely with the Operations Manager and operations team in all aspects of firm operations
- Assist with client onboarding, including forms, KYC, ID, and account setup
- Support daily operational workflows, including transaction processing, account maintenance, and document management
- Maintain and update CRM records, client files, and workflow systems with accuracy and attention to detail
- Assist with compliance tasks and audit preparation to ensure regulatory adherence
- Coordinate with custodians, vendors, and service providers to resolve operational matters efficiently
- Provide operational support during peak periods, vacations, or absences

**Qualifications & Skills**
- **1-3 years of direct experience** in financial services operations or administration (wealth management preferred)
- **Proficiency with Broadridge Dataphile** is **mandatory**:

- CSC designation is an asset (but not required)
- Knowledge of industry compliance standards and operational best practices
- Strong organizational skills, attention to detail, and ability to manage multiple priorities
- Clear written and verbal communication skills
- Comfortable with CRM systems, Google Workspace, and cloud-based tools
- Able to work both independently and collaboratively in a small-team environment

**What We Offer**
- **Base Salary**: $45,000-$60,000, based on experience
- **Bonus**: Performance-based, up to 10% annually
- **Potential Revenue Share**: Opportunity to participate in the firm's revenue share based on contribution and tenure
- **RRSP Match**: Up to $2,500/year
- **Benefits**: Comprehensive extended health and dental plan
- **Professional Development**: Support for relevant training and licensing
- **Hybrid Flexibility**: Toronto or Vancouver preferred, with remote flexibility
- **Impact**: Direct exposure to decision-making and operations in a growing boutique firm

**Why Sartorial Wealth?**

We’re a modern, entrepreneurial advisory firm with a big vision. We serve clients with complex cross-border needs and deliver boutique service with institutional-level professionalism. You’ll work closely with experienced leaders, see the impact of your contributions, and be part of building something meaningful.

**How to Apply**

Bonus points if you share your favorite productivity tool, finance podcast, or long-term career goal.

Pay: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- RRSP match

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Financial services: 1 year (required)

Work Location: Hybrid remote in Mississauga, ON

Application deadline: 2025-08-31