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Investment Support Associate

Altis Recruitment

Toronto, Ontario

Investment Support Associate

Altis Recruitment

Toronto, Ontario
 
Salary: Information unavailable
 

Job Title: Investment Support Associate
Location: Toronto, ON (Hybrid)
Schedule: Monday to Friday – Rotating Shifts between 8:00 AM and 8:00 PM, 37.5 Hours per week
Employment Type: Full-Time Permanent or Contract (Various Opportunities)

About the Opportunity:

We are partnering with a leading national financial services firm to recruit an Investment Support Associate to join their dynamic Toronto-based team.

This role is ideal for individuals looking to build or advance a career in the financial services sector. You'll play a key role in supporting client investment activities, ensuring seamless administration of financial transactions, and delivering high-quality service within a collaborative and fast-paced environment.

Key Responsibilities:

  • Process and administer financial and non-financial transactions across various investment account types, including mutual funds.

  • Support both registered and non-registered client accounts, ensuring compliance with internal policies and regulatory standards.

  • Monitor client activity, identify and resolve discrepancies, and ensure accurate reporting.

  • Provide responsive service and operational support across internal teams and client portfolios.

Qualifications:

  • Post-secondary education in Business, Finance, Commerce, Economics, or a related discipline. Recent graduates are encouraged to apply.

  • 1–2+ years of experience in financial services, banking, or a related field.

  • Background in investment operations or account administration, with hands-on experience in data processing and transaction management.

  • Excellent communication skills, both written and verbal.

  • Detail-oriented, analytical, and adaptable to shifting priorities.

Nice to Have:

  • Familiarity with financial products, including mutual funds, securities, and investment accounts.

  • Bilingualism in English and French is an asset.



We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

 

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 Altis Recruitment Team

Email: militaryfamilies@altis.com

613-230-3700

 

 

About Altis Recruitment

Welcome on behalf on the Altis Recruitment team! Altis has a long-standing business relationship with the Defence community. For more than 30 years, we have been grateful to work alongside the Department of National Defence and countless military professionals. We know that family members of military personnel often make many personal sacrifices to support their loved ones. We understand that it can be difficult to pursue a career when embracing sudden changes like relocation and deployment. For some, this has meant putting a pause on career goals or professional development. We would like to provide you with everything you need for a successful and confident job search – in addition to access to job opportunities. Download the checklists our experts have created to help you be at your best from application to interview.