156 Brokerage Operations jobs in Canada

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to be part of our Client Experience team in Calgary, Alberta as the firm continues to make inroads in the West.

Position Overview

In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.

What You Will Do

 Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and more

Provide training to advisors and their branches/teams

rovide support to/work with other departments as required for multi-faceted issues

ork on project-specific tasks relating to procedural updates

ssisting and supporting management on ad-hoc and priority items

You Will Bring:

-3 years’ experience providing client service in the investment, banking or related industries focus on very strong client service skills

 ustry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education

trong MS Office skills (Outlook, Word and Excel)

eam Player with friendly personality and strong communication skills

roven ability to manage high volumes with a positive and professional attitude

What We Bring

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

ompetitive compensation

ecognition of your accomplishments

ommunication and feedback

nvestment in your training and development

ommitment to your health and well-being.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call .

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to be part of our Client Experience team in Calgary, Alberta as the firm continues to make inroads in the West.

Position Overview

In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.

What You Will Do

 Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and more

Provide training to advisors and their branches/teams

rovide support to/work with other departments as required for multi-faceted issues

ork on project-specific tasks relating to procedural updates

ssisting and supporting management on ad-hoc and priority items

You Will Bring:

-3 years’ experience providing client service in the investment, banking or related industries focus on very strong client service skills

 ustry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education

trong MS Office skills (Outlook, Word and Excel)

eam Player with friendly personality and strong communication skills

roven ability to manage high volumes with a positive and professional attitude

What We Bring

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

ompetitive compensation

ecognition of your accomplishments

ommunication and feedback

nvestment in your training and development

ommitment to your health and well-being.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call .

About the Company  
Our client is an Investment Manager.   They are looking for a Senior Analyst, Investment Operations to join the team!
 
Why Work Here  

1. Hybrid Work Environment
2. Great Work Life Balance (9 to 5 work hours)
3. Dynamic team
4.  

• Prepare, monitor and maintain operating budgets for all investment funds.
• Oversee fund-related expense allocations.
• Track and update internal systems with expense payments to benchmark against budgets.
• Maintain expenses policy and enhance operational controls, policies, and procedures to mitigate risk.
• Coordinate with Corporate Finance team to track inter-company transfers and serve as the primary contact.
• Provide support with fund launches, mergers, and terminations, particularly in creating and tracking fund launch and fund termination budgets.
• Ability to work with large datasets to produce useful output based on expense and/or budget analysis requests of stakeholders.
• Active involvement in reviewing and producing interim and annual financial statements & MRFPs and providing support during the annual audit.
• Support other functions of Fund Operations such as Tax and NAV Oversight, as needed.
• Establish strong working relationships with internal teams and external partners.
• Lead and/or contribute to critical operational and strategic projects.

• Working towards a professional designation, such as CPA, CFA, or CAIA, would be an asset.
• 3+ years of experience in asset management or fund administration.
• Experience working at a Fund Services Firm

Salary Range  
Up to $100K/Year
 
How to Apply  
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.   
When referencing this job, quote #
 
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.  

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

About the Company  
Our client is an Investment Manager.   They are looking for a Senior Analyst, Investment Operations to join the team!
 
Why Work Here  

1. Hybrid Work Environment
2. Great Work Life Balance (9 to 5 work hours)
3. Dynamic team
4.  

• Prepare, monitor and maintain operating budgets for all investment funds.
• Oversee fund-related expense allocations.
• Track and update internal systems with expense payments to benchmark against budgets.
• Maintain expenses policy and enhance operational controls, policies, and procedures to mitigate risk.
• Coordinate with Corporate Finance team to track inter-company transfers and serve as the primary contact.
• Provide support with fund launches, mergers, and terminations, particularly in creating and tracking fund launch and fund termination budgets.
• Ability to work with large datasets to produce useful output based on expense and/or budget analysis requests of stakeholders.
• Active involvement in reviewing and producing interim and annual financial statements & MRFPs and providing support during the annual audit.
• Support other functions of Fund Operations such as Tax and NAV Oversight, as needed.
• Establish strong working relationships with internal teams and external partners.
• Lead and/or contribute to critical operational and strategic projects.

• Working towards a professional designation, such as CPA, CFA, or CAIA, would be an asset.
• 3+ years of experience in asset management or fund administration.
• Experience working at a Fund Services Firm

Salary Range  
Up to $100K/Year
 
How to Apply  
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.   
When referencing this job, quote #
 
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.  

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

About the Company  
Our client is an Investment Manager.   They are looking for a Senior Analyst, Investment Operations to join the team!
 
Why Work Here  

1. Hybrid Work Environment
2. Great Work Life Balance (9 to 5 work hours)
3. Dynamic team
4.  

• Prepare, monitor and maintain operating budgets for all investment funds.
• Oversee fund-related expense allocations.
• Track and update internal systems with expense payments to benchmark against budgets.
• Maintain expenses policy and enhance operational controls, policies, and procedures to mitigate risk.
• Coordinate with Corporate Finance team to track inter-company transfers and serve as the primary contact.
• Provide support with fund launches, mergers, and terminations, particularly in creating and tracking fund launch and fund termination budgets.
• Ability to work with large datasets to produce useful output based on expense and/or budget analysis requests of stakeholders.
• Active involvement in reviewing and producing interim and annual financial statements & MRFPs and providing support during the annual audit.
• Support other functions of Fund Operations such as Tax and NAV Oversight, as needed.
• Establish strong working relationships with internal teams and external partners.
• Lead and/or contribute to critical operational and strategic projects.

• Working towards a professional designation, such as CPA, CFA, or CAIA, would be an asset.
• 3+ years of experience in asset management or fund administration.
• Experience working at a Fund Services Firm

Salary Range  
Up to $100K/Year
 
How to Apply  
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.   
When referencing this job, quote #
 
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.  

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

About the Company  
Our client is an Investment Manager.   They are looking for a Senior Analyst, Investment Operations to join the team!
 
Why Work Here  

1. Hybrid Work Environment
2. Great Work Life Balance (9 to 5 work hours)
3. Dynamic team
4.  

• Prepare, monitor and maintain operating budgets for all investment funds.
• Oversee fund-related expense allocations.
• Track and update internal systems with expense payments to benchmark against budgets.
• Maintain expenses policy and enhance operational controls, policies, and procedures to mitigate risk.
• Coordinate with Corporate Finance team to track inter-company transfers and serve as the primary contact.
• Provide support with fund launches, mergers, and terminations, particularly in creating and tracking fund launch and fund termination budgets.
• Ability to work with large datasets to produce useful output based on expense and/or budget analysis requests of stakeholders.
• Active involvement in reviewing and producing interim and annual financial statements & MRFPs and providing support during the annual audit.
• Support other functions of Fund Operations such as Tax and NAV Oversight, as needed.
• Establish strong working relationships with internal teams and external partners.
• Lead and/or contribute to critical operational and strategic projects.

• Working towards a professional designation, such as CPA, CFA, or CAIA, would be an asset.
• 3+ years of experience in asset management or fund administration.
• Experience working at a Fund Services Firm

Salary Range  
Up to $100K/Year
 
How to Apply  
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.   
When referencing this job, quote #
 
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.  

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

About the Company  
Our client is an Investment Manager.   They are looking for a Senior Analyst, Investment Operations to join the team!
 
Why Work Here  

1. Hybrid Work Environment
2. Great Work Life Balance (9 to 5 work hours)
3. Dynamic team
4.  

• Prepare, monitor and maintain operating budgets for all investment funds.
• Oversee fund-related expense allocations.
• Track and update internal systems with expense payments to benchmark against budgets.
• Maintain expenses policy and enhance operational controls, policies, and procedures to mitigate risk.
• Coordinate with Corporate Finance team to track inter-company transfers and serve as the primary contact.
• Provide support with fund launches, mergers, and terminations, particularly in creating and tracking fund launch and fund termination budgets.
• Ability to work with large datasets to produce useful output based on expense and/or budget analysis requests of stakeholders.
• Active involvement in reviewing and producing interim and annual financial statements & MRFPs and providing support during the annual audit.
• Support other functions of Fund Operations such as Tax and NAV Oversight, as needed.
• Establish strong working relationships with internal teams and external partners.
• Lead and/or contribute to critical operational and strategic projects.

• Working towards a professional designation, such as CPA, CFA, or CAIA, would be an asset.
• 3+ years of experience in asset management or fund administration.
• Experience working at a Fund Services Firm

Salary Range  
Up to $100K/Year
 
How to Apply  
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.   
When referencing this job, quote #
 
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.  

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.