Client Service and Compliance Administrator
Job ID: 24599

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Job location: Oakville
Job type: Accounting – Perm
Salary range: 50 - 70K
Job posting date: January 28, 2019

Job Description

Are you currently working in a Wealth Compliance/Admin role and have already completed the CSC? Would you prefer to work in Oakville to cut down on your commute?

If you looking to join a boutique firm with $1.5B in assets where you can walk into the President’s office to discuss ideas, get customized training to further your development, have no boundaries on technology, be able to get exposure to interesting and complex alternative investments not often seen in typical firms and be able to see growth in your role in 2 years then please read on!

Our client offers Wealth Planning to affluent families and their foundations and are growing at 20% per year. They take a very careful approach to hiring and have an opportunity for a Client Service a& Compliance Administrator to join the team. The role would be working directly with the head of Client Service/Compliance and the Senior leadership team and get hands on mentorship. This is a key hire for the group and the person would be in a great position to further develop. An above industry standard bonus is built into the compensation plan.



  • Experience in the administration of investment accounts with a regulated Canadian Wealth Management firm.
  • CPH, IR or RR designations.
  • Additional competencies to those listed in the posting include: Someone who questions processes for efficiency and streamlining opportunities.
  • Drive to succeed.