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Executes equity, fixed-income, and foreign-exchange trades; invests incoming funds; rebalances portfolios; analyzes diversification, allocation drift, and equities; and supports portfolio strategy. Manages portfolio administration and client onboarding, prepares customized reports and market updates, assists with investment proposals, communicates with clients, and supports transfers, tax-loss selling, mandate reviews, and Portfolio Managers.

Processes and handles physical securities, cheques, certificates, trade confirmations, statements, GICs, and incoming mail. Performs messenger duties, supports the securities counter, completes securities re-registration and defunct securities removal requests, and provides coverage to the broader Securities team. The role requires strong administrative, customer service, organizational, communication, data processing, prioritization, and computer skills, with adherence to policies and deadlines in a fast-paced brokerage environment.

The Treasury Manager oversees liquidity management, optimizes funding, maintains compliance, develops policies, and collaborates across departments to support financial operations.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.

Support three investment advisors by processing and confirming client transactions, executing trading orders, maintaining account records and reports, handling client documentation, servicing clients, contributing to business development and marketing initiatives, and performing administrative duties to improve practice efficiency.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

Support compliance by communicating documentation requirements, assisting advisors with AML/CIRO matters, responding to regulatory and audit inquiries, documenting queries, and helping maintain processes and procedures to ensure regulatory compliance.

Provide comprehensive, customized wealth plans integrating investments, tax, retirement, estate and risk strategies. Advise on complex planning (holding companies, stock options, pension plans, intergenerational transfers), present fee-based solutions, maintain client relationships, drive business growth, and support team-based advisory work while pursuing continuous professional development and ethical standards.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.