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Investment Operations Coordinator

2 hours ago

Sudbury, Ontario, Canada Innova Wealth Partners Full time

Innova Wealth Partners is a financial advisory firm that specializes in a 360° analysis of our clients' financial profiles, including investments, insurance, estate and retirement planning, taxes, and mortgages. As independent financial generalists, we offer specialized products and exceptional customer service while maintaining our "Big City Expertise, Small Town Service" standard.

We are in search of a collaborative, reliable and detail-oriented foundational team member to support our organization with their passion and expertise in administration and investments. Innova Wealth Partners is a growth company, which means that the role is always evolving as the company grows and expands. To be happy at Innova requires a level of grit and comfort with independent problem solving.

Our culture:

We are driven as a team to work toward shared goals and celebrate collective success. As a team, we work together to cultivate an environment that encourages innovation, fosters personal and professional growth, prioritizes our health and well-being, and supports delivering exceptional service to our clients and to each other.

We prize transparency, financial literacy, honest communication and feedback, asking questions, and driving change. We are the people who don't wait to be directed to solve a problem - if we see something's broken, we fix it. We care about each other as a team, and challenge each other to reach our highest potential as professionals.

Our perks:

  • Expansive health and wellness benefits program
  • Competitive group benefits and insurance program
  • Matching-based employee savings plan
  • Birthday leave and floating holidays
  • Team-based performance incentives
  • Referral bonuses

Title of position:
 Investment Operations Coordinator

Position type:
 Permanent full-time (35 to 40 hours/week) [Part-time Applicants are welcomed]

Compensation Range:
 $60,000 to $88,000 per year, pending credentials and experience.

Location:
 In-office in Sudbury, Ontario

Job description:

The Investment Support Coordinator is a hybrid operations professional responsible for both executing investment processing tasks and coordinating the broader administrative systems that support Innova's investment team. This role blends tactical precision, leadership and strategic oversight — ensuring that trade execution, document workflows, and custodial communications are handled accurately and efficiently, while also managing the people, processes, and projects that elevate our service standards.

Professionalism & Collaboration

  • Take initiative to address issues and support priorities beyond listed duties.
  • Contribute to team tasks and assist colleagues when needed.
  • Participate in training, webinars, and development opportunities.
  • Support continuous improvement and knowledge sharing across the team.

Investment Processing

  • Execute investment trades and transfers with accuracy and compliance.
  • Support the investment team during peak periods or absences by handling trade execution, resolving issues, maintaining transaction records, monitoring fees, and providing advisor meeting support.

Project Coordination

  • Serve as the main point of contact for administrative and investment-related initiatives.
  • Create project outlines with timelines, deliverables, and assigned resources.
  • Track progress, deadlines, efficiency improvements, and related project metrics.

Training & Onboarding

  • Develop structured onboarding programs for new support staff and advisors.
  • Train employees in compliance procedures, processing standards, and CRM use.
  • Monitor and evaluate onboarding success using measurable feedback (employee reviews, error rates, task completion timelines).
  • Coordinating with Human Resources to develop goal plans for new employees and obtain trainee information as needed.

Administrative Task Coordination

  • Oversee cyclical administrative tasks (e.g., CAFs, debit/credit reports, LOIs, audits).
  • Balance workloads and reassign tasks during peak periods, staff absences, or high-volume timelines.
  • Conduct regular quality and compliance checks on administrative processes.
  • Coordinate special projects assigned by management, redistributing tasks and reporting on progress.
  • Track departmental processing metrics and ensure accuracy.

Resource Coordination

  • Maintain firm resources, process guides, and filing systems.
  • Ensure all workflow documentation is current, accurate, and accessible.
  • Review resources regularly to ensure they meet staff requirements.
  • Act as the final executor for high-priority or time-sensitive tasks when staff capacity is limited.

ACPI Liaison

  • Serve as the primary liaison with Aligned Capital Partners Inc. (ACPI) for firm-level updates and escalations.
  • Resolve processing issues in partnership with ACPI representatives.
  • Participate in ACPI development groups, presentations, and feedback cycles.
  • Support ACPI projects such as KYC initiatives and ensure escalations are documented and resolved efficiently.

Skills & Qualifications

  • Strong understanding of investment processing and administrative operations.
  • Demonstrated ability to manage multiple priorities and delegate effectively.
  • Experience developing and delivering training programs.
  • Excellent communication, organization, and problem-solving skills.
  • Proficiency with CRM systems, compliance tools, and Microsoft Office Suite.
  • Ability to lead projects and deliver measurable efficiency or service improvements.

The Canadian Securities Course (CSC), and Conduct and Practices Handbook (CPH) will become required to further the candidates career, long-term. This education pathway is fully paid by the employer, and a significant attribute for potential candidates.

Job Types: Full-time, Permanent