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Senior Account Associate Role at GP

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Guardian Partners
πŸ“ toronto, Canada
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Location toronto
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Posted July 09, 2026
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Commute Local Area
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Job Description

Build your career at Guardian Capital as a Senior Account Associate, delivering exceptional client service and operational oversight.

In this critical role within the Outsourced CIO platform, you will support ultra-high-net-worth families while leading a team of Client/Account Associates. Your responsibilities will include managing compliance adherence and facilitating seamless onboarding processes. A strong background in client administration and trading is required, especially knowledge about regulations like NI 31-103.

Key Responsibilities:
β€’ Provide administrative support to Investment Counsellors
β€’ Oversee compliance during client onboarding lifecycle
β€’ Process trades and maintain transaction accuracy
β€’ Manage cash flows for investments and distributions
β€’ Lead and optimize team workflow

Requirements:
β€’ University degree, ideally in business
β€’ 5–8+ years of direct experience
β€’ In-depth knowledge...

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πŸ“ Location Details

πŸŒ†
City
toronto
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Country
Canada
πŸš—
Commute
Local Area

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