Job Description

Job Title: Investment Support Associate
Location: Toronto, ON (Hybrid)
Schedule: Monday to Friday – Rotating Shifts between 8:00 AM and 8:00 PM, 37.5 Hours per week
Employment Type: Full-Time Permanent or Contract (Various Opportunities)

About the Opportunity:

We are partnering with a leading national financial services firm to recruit an Investment Support Associate to join their dynamic Toronto-based team.

This role is ideal for individuals looking to build or advance a career in the financial services sector. You'll play a key role in supporting client investment activities, ensuring seamless administration of financial transactions, and delivering high-quality service within a collaborative and fast-paced environment.

Key Responsibilities:

• Process and administer financial and non-financial transactions across various investment account types, including mutual funds.

• Support both registered and non-registered client accounts, ensuring compliance with internal policies and regulatory standards.

• Monitor client activity, identify and resolve discrepancies, and ensure accurate reporting.

• Provide responsive service and operational support across internal teams and client portfolios.

Qualifications:

• Post-secondary education in Business, Finance, Commerce, Economics, or a related discipline. Recent graduates are encouraged to apply.

• 1–2+ years of experience in financial services, banking, or a related field.

• Background in investment operations or account administration, with hands-on experience in data processing and transaction management.

• Excellent communication skills, both written and verbal.

• Detail-oriented, analytical, and adaptable to shifting priorities.

Nice to Have:

• Familiarity with financial products, including mutual funds, securities, and investment accounts.

• Bilingualism in English and French is an asset.