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Describe your department – size, structure, team culture

Service Team of 16 associates with four managers, including a Senior Manager. Collaborative in nature, fast-paced with seasonal volumes.

Daily Responsibilities:

Describe a typical ‘day in the life’

Provides support to Dominion Securities (DS) or Phillips, Hager & North Investment Counsel (PH&N; IC) on transaction inquiries for both Registered and Non-registered accounts. Responds to phone queries (priority). Responds to queries submitted by Service Link (similar to CART), provides approval for specific transactions.

What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it?

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience

• 1+ year prior securities, banking, technology and/or job-specific related industry experience

• Exceptional relationship management and analytical skills. Ability to communicate and partner effectively with Front Office professionals (Investment Advisors/Counsellors, Assistants, Branch/Front Office Administrators, Branch/Front Office Managers),



to research and resolve operations-related matters

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

• CFA candidate considered a plus

• Comfortable with working independently and adhering to committed deliverables in a fast-paced, dynamic work workplace.

The expected base salary range for this position is $19 – $20 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

Apply on Kit Job: kitjob.ca/job/2fzabv

📌 Client Services Associate – Wealth Management (Toronto)
🏢 Appcast
📍 Toronto