Description

Company & Position Overview

Langlois Brown Wealth Management, iA Private Wealth, is a boutique advisory practice serving high-net-worth families and business owners. We provide comprehensive planning, disciplined investment management, and a high standard of professionalism in every interaction. Clients rely on us for clarity, consistency, and a thoughtful, well-organized approach to managing their wealth.

We are seeking an Operations Associate who will play a central role at the intersection of client service, operations, and planning support. This position is essential to the day-to-day functioning of our advisory practice. You will manage the operational and administrative tasks needed to onboard clients, maintain accounts, execute service requests, and support the delivery of a consistent, exceptional client experience. The role also provides essential operational redundancy for cash management and trading when required.

In this role, you will gain exposure to all aspects of high-net-worth client service and investment operations. You will work closely with advisors, contribute to service workflows, ensure accuracy in all documentation, and support a planning-first approach. This is an ideal role for someone who enjoys structure, responsibility, and performing at a high professional standard. It also offers long-term growth opportunities within a sophisticated, modern advisory environment. Licensed or previously licensed candidates will be given strong preference.

Your primary role 

Client Service and Administration

  • Lead the administrative side of onboarding new clients
  • Prepare, submit, and track all client documentation
  • Process transfers, KYC updates, beneficiary changes, and systematic plans
  • Prepare materials for client meetings and manage follow-up items
  • Support a clean and consistent client service workflow for high-net-worth households
  • Maintain accurate CRM records and monitor open tasks

Operations and Workflow Management

  • Become the primary operational support for our advisory team
  • Maintain and improve internal workflows, templates, and checklists
  • Coordinate service tasks, including planning, investment reviews, and tax-related items
  • Keep the team organized through clear communication and process ownership
  • Ensure timely execution of advisor follow-up items

Cash Management and Trading Support

  • Process EFTs, contributions, withdrawals, and transfers
  • Monitor daily cash levels and exceptions
  • Support model trades and discretionary portfolio workflows
  • Prepare RRSP, TFSA, RRIF, and LIF administration
  • Act as the primary backup to our senior cash and trading specialist, with the ability to fully cover cash and trading responsibilities during absences.

Who You Are

You have a professional and detail-focused work style. You take pride in being the person people trust to get things done properly.

Required

  • 3 to 5+ years of administrative experience in financial services with a CIRO dealer member.
  • Strong understanding of transfers, EFTs, and registered plan rules.
  • Comfortable with documentation and direct client communication.
  • Strong skills with Microsoft 365 (Outlook, Word, Excel) and PDF tools.
  • Able to manage competing priorities without sacrificing accuracy.
  • Naturally organized and enjoys working in a structured environment.
  • Comfortable taking ownership of recurring workflows.
  • Strong written and verbal communication skills.
  • Interested in long-term growth within a growing advisory practice.

Preferred

  • Familiarity with Salesforce or other CRM systems
  • Canadian Securities Course (CSC) completed or in progress
  • Experience with trading support, cash management, or PM/discretionary workflows
  • Experience working with high-net-worth clients or corporate accounts
  • Confidently stepping into cash and trading responsibilities when required

Licensed assistants or candidates with licensing experience will be strongly prioritized.

What We Offer

  • Competitive salary in the range of $70,000 to $80,000 for qualified candidates
  • Annual performance bonus potential
  • Benefits package
  • A calm, respectful, and team-oriented environment
  • Direct mentorship from experienced advisors
  • A long-term career path within a boutique, high-performing advisory team
  • The opportunity to meaningfully shape systems and client experience as the team grows.

If you take pride in delivering excellent work and want to join a high-quality advisory practice that values professionalism, independence, and client service, we would be happy to speak with you.