Manager/Associate Director, Investment Operations & Reporting Location: North York, OntarioReports To: Chief Operating OfficerAbout Q Wealth Partners Q Wealth Partners is one of Canada’s largest independent Portfolio Management firms, with nearly $10 billion in assets under management, supporting 30+ partner offices across Canada. As a registered Portfolio Manager, we hold ourselves to a fiduciary standard, which means acting in our clients’ best interest at all times.Our model is built on partnership. Independent advisory firms join Q Wealth as Partners, operating under their own brands while relying on our shared investment, operations, and technology platform. That platform is what frees our advisors to spend their time on clients instead of in the weeds,



and the team in this role is a big part of what makes it work.The role We’re looking for an operations leader to run investment operations and client reporting for a national wealth management business serving clients in Canada and the U. S.You’ll lead a team of 3–5 and sit at the centre of how our business runs: advisors, client service, custodians (NBIN and Schwab), fund administrators, technology vendors, asset management, finance, and the executive team. You’ll own the accuracy of what clients receive (statements, performance reports, tax slips) and the systems and processes behind it.Key Responsibilities Investment Operations Leadership Lead the team and day-to-day investment operations. Manage and develop a team of 3–5 operations professionals.Run day-to-day investment operations across our Partner offices, including trade operations, cash management,

📌 Manager/Associate Director, Investment Operations & Reporting Location: North York, Ontario Reports (Toronto)
🏢 Q Wealth Partners
📍 Toronto