Top Tech Jobs & Startup Jobs in Toronto

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

Provide comprehensive, customized wealth plans integrating investments, tax, retirement, estate and risk strategies. Advise on complex planning (holding companies, stock options, pension plans, intergenerational transfers), present fee-based solutions, maintain client relationships, drive business growth, and support team-based advisory work while pursuing continuous professional development and ethical standards.

Support a wealth management team servicing high-net-worth clients: prepare financial plans, provide strategic planning (tax, estate, holding companies, stock options), service client accounts and trades, communicate with clients, maintain account records, and contribute to business development and reporting.

Support market and counterparty risk management by producing daily risk reports, implementing reporting controls and automation, enforcing risk policies, assessing counterparty credit limits, and collaborating with trading desks and senior leadership on limits, new products, and quarterly risk reporting.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.

Support Wealth & Estate Planning Specialists by creating financial plans, performing detailed administrative and data-entry tasks in Conquest/Propel/insurance systems, preparing life and living benefits illustrations and insurance applications, maintaining audit-ready records, managing pipeline reporting, conducting client outreach, and supporting advisor training and team improvement projects.

Manage compliance issues, oversee client interactions, perform administrative duties, conduct compliance reviews, and supervise adherence to regulations across branches.

Process inbound and outbound account transfers, set up CDS/DTC/ARROW trades, post journal entries, respond to internal and external transfer inquiries, follow up to move assets, maintain departmental resources and reporting, and support related projects.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.