Client Services Associate – mississauga

Are you a CSC/CIRO-licensed professional who prides yourself on high-level advisor support, proactive client service, and precise administration?

We are looking for an experienced Client Service Associate to join our elite Wealth Management team. This isn’t a retail banking role—it’s a career opportunity for a sophisticated operator who understands the intricacies of supporting a high performing Investment Advisor and the complexities of high-net-worth client service.

If you thrive in an environment where “client centric teamwork” isn’t just a buzzword, but a way of life, we want to meet you.

🌟 What You’ll Be Doing:

Elite Onboarding: Managing the relationship with HNW individuals and providing them with a great client experience.

Advisor Support: Attending client meetings and executing post meeting follow ups. Leading the charge on client relations, KYC updates, trades, financial planning inputs, and business strategies.

Operational Excellence: Managing complex asset transfers, cash management, and trade execution with total accuracy.

Digital Leadership: Leveraging your research skills and proficiency in MS Office to optimize workflows and provide data-driven support, reports, and client presentations.

🎯 Who You Are:

CIRO Licensed: You have completed your CSC and CPH. Having your IR/RR is not necessary but it is a HUGE advantage.

Industry Veteran: You MUST have at least 3 years of experience supporting advisors in a Canadian Wealth Management or Financial Planning environment. (Please note: Retail banking, middle office, back-office experience will not be considered – you must have worked directly for an investment advisor or planner).

Tech-Savvy: Proficiency in Microsoft Office Suite and standard office platforms. Experience with Conquest, Snap Projections, or Morningstar Advisor Workstation – is a HUGE bonus.

Communication Pro: You possess interpersonal finesse, professional etiquette, and the ability to convey complex information clearly both verbally and in writing.

✨ Why Join Our Team?

We value autonomy, professional growth, and a collaborative spirit. This is a place where you are not just a “number” but a vital partner in our practice and where your ideas count.

Excellent base compensation and bonus

Health Benefits

Financial support for industry courses, certifications, and licensing.

📩 How to Apply:

If you’re ready to bring your expertise to a team that values it, send your resume to David Corsini, Principal, Hunter Mercantile Search Associates