wealth operations

Wellington-Altus Private Wealth Inc. in Saskatoon seeks an Associate to support a high-growth advisory team. You will assist with trades, client accounts, and operational workflows, while maintaining data integrity across CRM and systems.Prior wealth management or regulated industry experience is preferred, with licensing pursued as needed. The role...

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You'll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes.As routine processing shifts to AI-assisted...

National Bank Financial - Wealth Management is seeking a Wealth Associate to assist investment advisors, ensuring outstanding client service and accurate processing of transactions. You will handle client file management, scheduling, and meeting preparation while upholding strict compliance and risk controls.You will join a team that serves a large client...

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You’ll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes. As routine processing shifts to AI-assisted...

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You’ll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes.As routine processing shifts to AI-assisted...

Wellington-Altus Private Wealth Inc. in Saskatoon seeks an Associate to support a high-growth advisory team. You will assist with trades, client accounts, and operational workflows, while maintaining data integrity across CRM and systems.Prior wealth management or regulated industry experience is preferred, with licensing pursued as needed. The role...

Wellington-Altus Private Wealth Inc. in Saskatoon seeks an Associate to support a high-growth advisory team. You will assist with trades, client accounts, and operational workflows, while maintaining data integrity across CRM and systems. Prior wealth management or regulated industry experience is preferred, with licensing pursued as needed. The role...

Support Harbourfront Wealth’s $16 billion wealth management platform through account processing, NBIN documentation, and quality assurance. Work full-time across three stated locations.This Operations Team opportunity focuses on accurate account opening and transfer documentation. The Account Processing Associate reports to the Senior Manager, Operations,...

Lead wealth operations at Sun Life through process development, partner servicing, and operational excellence in a hybrid work environment. Bilingualism is required in Quebec. As a Bilingual SLCSI Operations Specialist, you will support Retail Wealth Enablement and the launch of a new Investment Dealer. Your work will span wealth management initiatives,...

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations. Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A...

Apply tax reporting and custodial operations expertise with TD Wealth in Toronto, investigating inquiries and delivering accurate, timely resolutions.As a Senior Wealth Operations Officer, you will research inquiries across Tax Reporting and Custodial Operations. You will guide partners on procedures, transaction status, deadlines, and tax reporting. The...

Work Location: Markham, Ontario, CanadaHours: 37.5Line of Business: TD WealthPay Details: $47,200 - $66,600 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A...

Apply tax reporting and custodial operations expertise with TD Wealth in Toronto, investigating inquiries and delivering accurate, timely resolutions.As a Senior Wealth Operations Officer, you will research inquiries across Tax Reporting and Custodial Operations. You will guide partners on procedures, transaction status, deadlines, and tax reporting. The...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

The Toronto-Dominion Bank in Markham, Ontario, is seeking a role focused on accurate, timely processing of transactions within established guidelines. You will support service quality and collaborate with partners to resolve issues while maintaining confidentiality and compliance.Ideal candidates have an undergraduate degree or college diploma with 1+ years...

Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d'activité : Gestion de patrimoine TD Détails de la rémunération : $45,700 - $61,000 CADLa TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de...

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations. Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A...