Operations Associate, Private Client Investment Services

Hillsdale Investment Management Inc.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Performance bonus

Paid vacation time

Health care spending account

Commuting reimbursement

Access to a stocked kitchen

Catered lunches

Monthly employee events

Charitable giving program

Job summary

A financial investment firm located in Toronto is seeking an Operations Associate for the Private Client Investment Services team. This key position requires excellent organizational and communication skills to manage operational processes and support high-net-worth clients. Candidates should possess a related Bachelor's degree and a minimum of two years of operations experience in financial services. The firm offers a competitive salary range of CAD $70,000 to $90,000 alongside various employee benefits including performance bonuses and health care support.

Qualifications

• Minimum of two years of operations experience within the financial services industry.
• Experience in working on custodian platforms and wealth management software.
• Intermediate to Advanced Microsoft Office knowledge, especially Excel.

Responsibilities

• Manage daily operational processes, including trade entry and compliance documentation.
• Support client onboarding, ensuring all forms are accurate and complete.
• Maintain accurate CRM data and assist with reporting and dashboards.

Skills

Organizational skills

Communication skills

Attention to detail

Logical thinking

Customer service

Education

Bachelor’s degree in finance/business

CSC, CFA, CIM, or CFP enrollment/completion

Tools

Microsoft Office (Excel)

Salesforce (Apex)

SQL

Python

Job description

Operations Associate, Private Client Investment Services

This range is provided by Hillsdale Investment Management Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: CAD $70,000.00/yr - CAD $90,000.00/yr

Direct message the job poster from Hillsdale Investment Management Inc.

OPERATIONS ASSOCIATE, Private Client Investment Services

Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-driven, and client-aligned investment boutique managing assets on behalf of a select group of sophisticated institutional and private wealth investors. We engage in disciplined active investment management, specializing in equities, alternatives, ESG, and customized mandates. We are committed to producing the highest quality equity investment strategies. As a firm, we value curiosity, humility, resilience, and strive to maintain an open, collegial and dynamic work environment. Hillsdale is recognized for both investment and service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.

Hillsdale has been recognized as a Great Place to Work for the past three years both in our industry and across Canada.

Do you excel at wealth management operations and customer service, and are you looking to widen your experience by joining a small and growing team?

We are looking for someone like you, an experienced operations professional committed to serving clients, colleagues, and cross-team partners.

WHAT’S THE OPPORTUNITY?

At Hillsdale, we take pride in delivering a high-touch, high-integrity experience to every client we serve. As part of our Private Client Investment Services team, you’ll play a central role in ensuring that experience is seamless — managing the operational details that support our high-net-worth clients while helping refine the processes that keep our business running smoothly.

You’ll work closely with members of the Private Client Investment Services team and colleagues across operations, compliance, and portfolio management. This is an opportunity to work in a boutique, team-oriented environment where accuracy, curiosity, and initiative are valued — and where your contributions make a tangible impact every day. Specific accountabilities include:

• Operations: Manage daily operational processes, including trade entry, transaction requests, and compliance documentation.
• Customer Service Management: Support the client onboarding process, ensuring all forms are accurate, complete, and consistent with firm policies.
• Customer Relationship Management (CRM): Maintain accurate and timely data within the firm’s CRM platform. Assist with configuring reports, dashboards, workflows, and standardized templates to support client servicing, compliance, and operational efficiency. Partner with internal and external technology resources on CRM enhancements and process improvements.
• Data Management and Integration: Assist with data extraction, validation, and reconciliation across internal systems and third-party platforms. Support reporting and process automation initiatives, working alongside technical resources on system integrations. Exposure to SQL, Python or Apex (Salesforce) for data analysis and automation is considered an asset.
• Analytics Support: Generate client reports, assist with data and materials for investment proposals
• Project Management: Contribute to continuous process improvements by identifying automation opportunities and standardizing templates.

WHAT WILL YOU BRING?

• A Bachelor’s degree in finance/business discipline or a related field of study.
• Enrollment or completion of a CSC, CFA, CIM, or CFP is an asset.
• A minimum of two years of operations experience within the financial services industry.
• Organizational and efficiency skills. You will oversee a large volume of work, documents and details with accuracy and attention to detail.
• Ability to clearly communicate with and provide service to high-net-worth clients, applying professionalism and discretion.
• Logical thinking mindset to navigate an information-intensive environment to derive actionable insights from analysis
• Demonstrated aptitude and experience in working on custodian platforms (e.g., NBIN), wealth management software (e.g., Croesus, Naviplan), CRM solutions and the aptitude to quickly learn other technology platforms (e.g., Docusign, Constant Contact).
• Intermediate to Advanced Microsoft Office knowledge (Word, Excel, PowerPoint), with strong MS Excel skills.
• Good to Have: Exposure to basic data management skills, such as SQL and Python, or Salesforce CRM skills (such as Apex) to support reporting, reconciliation, and process automation.
• Familiarity with the financial markets with a thorough understanding of Mutual / Pooled funds.

WHAT’S IN IT FOR YOU?

• The estimated pay range for this position is CAD $70,000-$90,000. Actual compensation may vary based on several factors, including bonus eligibility, relevant experience, skills, education/training and location. The upper end of the range is typically reserved for candidates who demonstrate expertise exceeding the position’s requirements.
• Competitive performance bonus, paid vacation time, extended health care and a generous Health Care Spending Account.
• Supportive amenities: commuting reimbursement, access to a stocked kitchen, catered lunches, and monthly employee events.
• Hillsdale's charitable giving program matches your donations and supports your volunteer interests.
• Access to an in-house personal Financial Advisor.
• Centrally located office at King and Bay, and remarkable views of Toronto and Lake Ontario when you work from the office.

Application Deadline: January 11, 2026.

This job advertisement is for an existing vacancy. Hillsdale may use artificial intelligence (AI) tools to assist in screening and assessing applicants. The use of AI does not replace human decision making.

Hillsdale is an equal opportunity employer and as such does not discriminate on the basis of race, colour, religion, sex, national origins, age, sexual orientation, disability or any other characteristic protected by applicable laws. We encourage applications from people of all abilities and will make reasonable accommodations upon request.

Not sure if you qualify? Apply anyway! Our workforce comes from diverse backgrounds and industries. Please forward a cover letter and resume to [e-mail].

We thank all interested applicants; however, only those selected for an interview and legally eligible to work in Canada will be contacted.

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