Location
toronto
Posted
July 09, 2026
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’ 5β8+ years of direct experience
β’ In-depth knowledge...
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’ 5β8+ years of direct experience
β’ In-depth knowledge...