Westmount Wealth Management Inc.

Vancouver, Qualicum Beach or Toronto | Full time

About Westmount Wealth Management

Westmount Wealth Management Inc. is a Vancouver-based firm registered as a Portfolio Manager, with offices in Vancouver, Qualicum Beach and Toronto.

The Role

We are seeking an Associate to work alongside one of our registered Portfolio Managers, supporting client service, account administration, financial planning and portfolio implementation. The role also includes compliance and operations responsibilities and offers a structured pathway to registration as an Associate Advising Representative. The role is based in our Vancouver, Qualicum Beach, or Toronto offices. This is an in-office position.

What You Will Do

Advisor support

· Serve as a primary point of contact for client service requests, transfers, contributions and withdrawals across registered and non-registered accounts.

· Prepare client review packages, attend meetings, and document meeting notes and KYC updates for the Portfolio Manager.

· Gather financial planning data for Portfolio Manager review.

· Prepare and process new account documentation, including KYC collection, identity verification and beneficial ownership for individual and entity accounts.

· Support discretionary portfolio management: IPS preparation, drift monitoring, rebalancing proposals and model implementation.

· Enter approved trades, manage block allocations, and monitor settlement and reconciliation.

· Conduct investment research and portfolio analytics under Portfolio Manager supervision.

Compliance and operations

· Perform first-line quality reviews of KYC,



KYP and suitability documentation.

· Support the AML/ATF program, including client screening, transaction monitoring and escalation to the CAMLO.

· Maintain compliance registers, including conflicts of interest, gifts and entertainment, personal trading and marketing review.

· Support regulatory examinations and the firm's regulatory filing calendar.

· Perform custodian and platform reconciliations and support management fee billing.

What You Bring

· Five or more years in an advisor support, operations or compliance role at a registered firm.

· Completion of the Canadian Securities Course; CFA Level I or CIM in progress, or a commitment to begin.

· Working knowledge of NI 31-103 obligations (KYC, KYP, suitability and conflicts of interest) and FINTRAC requirements.

· Experience with portfolio management, order management and custodian systems, and with trade execution and settlement.

· Exposure to a discretionary portfolio manager; familiarity with NAV, fund accounting or working with an investment fund manager is an asset.

· Strong attention to detail, sound judgment and discretion with confidential client information.

What We Offer

· Salary range: $90,000 to $110,000 per year, plus bonus and benefits.

· Potential for a structured pathway to Associate Advising Representative registration.

· Direct mentorship from registered Portfolio Managers and the firm's compliance leadership.

How to Apply

Please email Lorenzo Pederzani at [email protected] by Nov 19th 2026

Pay: $90,000.00-$110,000.00 per year

Work Location: In person

📌 Associate, Advisor Support (Vancouver)
🏢 Westmount Wealth Management
📍 Vancouver