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Manage discretionary managed-account portfolios, model portfolios, investment mandates, trading oversight, performance reporting, compliance monitoring, and client reporting. Partner with advisors, sub-advisors, technology, operations, compliance, and product teams to improve managed-account platforms and workflows. Support investment strategy, market communications, portfolio accounting, fee billing, attribution analysis, and operational automation using data analytics and technology tools.

Administer separately managed account portfolios, manage account data and discrepancies, execute discretionary trades, monitor restrictions, support fee billing, and produce investment and supervision reports. Maintain investment materials, support advisors and portfolio managers with proposals and presentations, and assist the Investment Strategy Committee with market research, analysis, and presentations.

Processes mutual fund trades, registered plan transactions, RESP and GRSP adjustments, transfers, estates, and related government grant files. Handles inquiries from dealers and financial institutions, reconciles processing files, monitors reports, meets recurring deadlines, and supports process improvements. The role also provides onboarding, coaching, mentoring, and guidance to team members while staying current on regulatory, industry, and trustee updates.

Leads IT internal audit engagements covering applications, infrastructure, security, technology and data governance across on-premises and cloud environments. Plans audits, evaluates controls, communicates findings, recommends risk mitigation, coordinates third-party auditors, supports quality assurance, guides team members, and improves audit processes through analytics, visualization, and reporting.

Processes incoming, outgoing, manual, ATON, and internal transfers within service-level agreements. Monitors transfer inquiries and mail, tracks transfer status, follows up with external institutions, reviews and approves transactions, resolves escalated items, maintains records, shreds documents, and supports departmental projects and coverage needs.

Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

Manage financial and regulatory reporting for NEI investment funds; coordinate with fund administrators, auditors and internal teams; ensure IFRS-compliant filings; support fund launches, mergers and tax reporting; and drive process improvements and internal controls.

The Wealth Coordinator or Associate Wealth Advisor supports a Senior Wealth Advisor through administrative and sales tasks, assists in client interactions, manages files, and helps with marketing activities while learning about financial strategies and industry trends.

Provide holistic financial advice and planning, manage investment and insurance accounts, complete complex documentation (estate/trust), pursue business development and marketing, build long-term client relationships, and collaborate with internal teams to deliver integrated wealth management solutions while delivering exceptional client service.

Provide administrative support to financial planners: respond to client inquiries, process transactions and account openings/maintenance, schedule appointments, maintain regulatory files and financial planning records, assist with marketing coordination, and identify referral opportunities to support client relationships and service delivery.