Launch your career as an Advisor Support Specialist with our Portfolio Management team in Midtown Toronto. Drive efficiency and provide exceptional support to high-performing investment professionals.

Hunter Mercantile is in search of a master organizer for a crucial role in our practice. This position extends beyond data entry, as you will handle client onboarding and use CRM systems to enhance client service. Your tech-savviness and professionalism will ensure a seamless transition for new clients while supporting our team’s strategic initiatives.

Key Responsibilities:



• Keep the team's schedules and priorities organized • Manage new client onboarding efficiently • Utilize CRM to track and manage client information • Design impactful presentations and reports using MS Office • Focus on maintaining a high level of service

Requirements: • 5+ years in an administrative or support role in wealth management • Expertise in MS Office, particularly Excel • Experience with CRM platforms advantageous • Willingness to work in office in Midtown Toronto • Background in investment products is required

Utilize your organizational and communication skills to excel as an Advisor Support Professional in the wealth management industry.

📌 Portfolio Management Advisor Support Role (Winnipeg)
🏢 Hunter Mercantile
📍 Winnipeg