Operations Associate/Operations Lead

Company & Position Overview Langlois Brown Wealth Management, iA Private Wealth, is a boutique advisory practice serving high-net-worth families and business owners. We provide comprehensive planning, disciplined investment management, and a high standard of professionalism in every interaction. Clients rely on us for clarity, consistency, and a thoughtful, well-organized approach to managing their wealth. We are seeking an Operations Associate who will play a central role at the intersection of client service, operations, and planning support. This position is essential to the day-to-day functioning of our advisory practice. You will manage the operational and administrative tasks needed to onboard clients, maintain accounts, execute service requests, and support the delivery of a consistent, exceptional client experience. The role also provides essential operational redundancy for cash management and trading when required. In this role, you will gain exposure to all aspects of high-net-worth client service and investment operations. You will work closely with advisors, contribute to service workflows, ensure accuracy in all documentation, and support a planning-first approach. This is an ideal role for someone who enjoys structure, responsibility, and performing at a high professional standard. It also offers long-term growth opportunities within a sophisticated, modern advisory environment. Licensed or previously licensed candidates will be given strong preference. Your primary role Client Service and Administration Lead the administrative side of onboarding new clients Prepare, submit, and track all client documentation Process transfers, KYC updates, beneficiary changes, and systematic plans Prepare materials for client meetings and manage follow-up items Support a clean and consistent client service workflow for high-net-worth households Maintain accurate CRM records and monitor open tasks Operations and Workflow Management Become the primary operational support for our advisory team Maintain and improve internal workflows, templates, and checklists Coordinate service tasks, including planning, investment reviews, and tax-related items Keep the team organized through clear communication and process ownership Ensure timely execution of advisor follow-up items Cash Management and Trading Support Process EFTs, contributions, withdrawals, and transfers Monitor daily cash levels and exceptions Support model trades and discretionary portfolio workflows Prepare RRSP, TFSA, RRIF, and LIF administration Act as the primary backup to our senior cash and trading specialist, with the ability to fully cover cash and trading responsibilities during absences. Who You Are You have a professional and detail-focused work style. You take pride in being the person people trust to get things done properly. Required 3 to 5+ years of administrative experience in financial services with a CIRO dealer member. Strong understanding of transfers, EFTs, and registered plan rules. Comfortable with documentation and direct client communication. Strong skills with Microsoft 365 (Outlook, Word, Excel) and PDF tools. Able to manage competing priorities without sacrificing accuracy. Naturally organized and enjoys working in a structured environment. Comfortable taking ownership of recurring workflows. Strong written and verbal communication skills. Interested in long-term growth within a growing advisory practice. Preferred Familiarity with Salesforce or other CRM systems Canadian Securities Course (CSC) completed or in progress Experience with trading support, cash management, or PM/discretionary workflows Experience working with high-net-worth clients or corporate accounts Confidently stepping into cash and trading responsibilities when required Licensed assistants or candidates with licensing experience will be strongly prioritized. What We Offer Competitive salary in the range of $70,000 to $80,000 for qualified candidates Annual performance bonus potential Benefits package A calm, respectful, and team-oriented environment Direct mentorship from experienced advisors A long-term career path within a boutique, high-performing advisory team The opportunity to meaningfully shape systems and client experience as the team grows. If you take pride in delivering excellent work and want to join a high-quality advisory practice that values professionalism, independence, and client service, we would be happy to speak with you.