Job Title

Company & Position OverviewLanglois 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 roleClient Service and AdministrationLead the administrative side of onboarding new clientsPrepare, submit, and track all client documentationProcess transfers, KYC updates, beneficiary changes, and systematic plansPrepare materials for client meetings and manage follow-up itemsSupport a clean and consistent client service workflow for high-net-worth householdsMaintain accurate CRM records and monitor open tasksOperations and Workflow ManagementBecome the primary operational support for our advisory teamMaintain and improve internal workflows, templates, and checklistsCoordinate service tasks, including planning, investment reviews, and tax-related itemsKeep the team organized through clear communication and process ownershipEnsure timely execution of advisor follow-up itemsCash Management and Trading SupportProcess EFTs, contributions, withdrawals, and transfersMonitor daily cash levels and exceptionsSupport model trades and discretionary portfolio workflowsPrepare RRSP, TFSA, RRIF, and LIF administrationAct 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 AreYou have a professional and detail-focused work style. You take pride in being the person people trust to get things done properly.Required3 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.PreferredFamiliarity with Salesforce or other CRM systemsCanadian Securities Course (CSC) completed or in progressExperience with trading support, cash management, or PM/discretionary workflowsExperience working with high-net-worth clients or corporate accountsConfidently stepping into cash and trading responsibilities when requiredLicensed assistants or candidates with licensing experience will be strongly prioritized.What We OfferCompetitive salary in the range of $70,000 to $80,000 for qualified candidatesAnnual performance bonus potentialBenefits packageA calm, respectful, and team-oriented environmentDirect mentorship from experienced advisorsA long-term career path within a boutique, high-performing advisory teamThe 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.