Operations Associate, Private Client Investment Services

Operations Associate, Private Client Investment Services

This range is provided by Hillsdale Investment Management Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: CAD $70,000.00/yr - CAD $90,000.00/yr

Direct message the job poster from Hillsdale Investment Management Inc.

OPERATIONS ASSOCIATE, Private Client Investment Services

Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-driven, and client-aligned investment boutique managing assets on behalf of a select group of sophisticated institutional and private wealth investors. We engage in disciplined active investment management, specializing in equities, alternatives, ESG, and customized mandates. We are committed to producing the highest quality equity investment strategies. As a firm, we value curiosity, humility, resilience, and strive to maintain an open, collegial and dynamic work environment.

Hillsdale is recognized for both investment and service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.

Hillsdale has been recognized as a Great Place to Work for the past three years both in our industry and across Canada.

Do you excel at wealth management operations and customer service, and are you looking to widen your experience by joining a small and growing team?

We are looking for someone like you, an experienced operations professional committed to serving clients, colleagues, and cross-team partners.

WHAT’S THE OPPORTUNITY?

At Hillsdale, we take pride in delivering a high-touch, high-integrity experience to every client we serve. As part of our Private Client Investment Services team, you’ll play a central role in ensuring that experience is seamless — managing the operational details that support our high-net-worth clients while helping refine the processes that keep our business running smoothly.

You’ll work closely with members of the Private Client Investment Services team and colleagues across operations, compliance, and portfolio management. This is an opportunity to work in a boutique, team-oriented environment where accuracy, curiosity, and initiative are valued — and where your contributions make a tangible impact every day. Specific accountabilities include:

• Operations: Manage daily operational processes, including trade entry, transaction requests, and compliance documentation.
• Customer Service Management: Support the client onboarding process, ensuring all forms are accurate, complete, and consistent with firm policies.
• Customer Relationship Management (CRM): Maintain accurate and timely data within the firm’s CRM platform. Assist with configuring reports, dashboards, workflows, and standardized templates to support client servicing, compliance, and operational efficiency. Partner with internal and external technology resources on CRM enhancements and process improvements.
• Data Management and Integration: Assist with data extraction, validation, and reconciliation across internal systems and third-party platforms. Support reporting and process automation initiatives, working alongside technical resources on system integrations. Exposure to SQL, Python or Apex (Salesforce) for data analysis and automation is considered an asset.
• Analytics Support: Generate client reports, assist with data and materials for investment proposals
• Project Management: Contribute to continuous process improvements by identifying automation opportunities and standardizing templates.

WHAT WILL YOU BRING?

• A Bachelor’s degree in finance/business discipline or a related field of study.
• Enrollment or completion of a CSC, CFA, CIM, or CFP is an asset.
• A minimum of two years of operations experience within the financial services industry.
• Organizational and efficiency skills. You will oversee a large volume of work, documents and details with accuracy and attention to detail.
• Ability to clearly communicate with and provide service to high-net-worth clients, applying professionalism and discretion.
• Logical thinking mindset to navigate an information-intensive environment to…