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    • Exposure to a discretionary portfolio manager; familiarity with NAV, fund accounting or working with an investment fund manager is an asset.
    • One (1) to five (5) years of relevant experience in a client service or portfolio administration support function.
    • The base salary will be $76,490 - $109,190 per annum.
    • Financial Services provides financial leadership, services and guidance in support of the academic,…
    • Manage day-to-day portfolio administration, including onboarding support for new and transferring clients.
    • Execute equity, fixed income, and FX trades across…
    • Conducting detailed asset- and fund-level performance analysis, scenario modelling, and investment sensitivities, and translating findings into clear…
    • Help perform month-end validations to ensure correct return calculations for both fund and client reporting.
    • While predominantly focused on the Public Markets…
    • Work closely with the Fund Manager and research teams to evaluate top-down market risks and opportunities, as well as bottom-up asset-level performance.
    • A university degree in accounting, finance, or business administration, with a professional designation (CPA, CFA, or CAIA) strongly preferred.
    • Credit Administration: Support the administration of credit policies by ensuring loan applications are effectively evaluated and documented.
    • Solid knowledge of mortgage administration processes.
    • 1-2 years of mortgage lending administration experience in financial institution branch setting.
    • Experience in fund administration / fund accounting (an asset).
    • A Bachelor’s degree in accounting, business administration and/or related college degree.
    • Working knowledge of day-to-day operations/administration of client accounts, with strong analytical, problem solving skills.
    • Develop, implement, and optimize operational workflows for portfolio administration and fund accounting.
    • The ideal candidate will bring a deep understanding of…
    • Support Finance business systems, including system administration functions, acting as a key subject matter expert and liaising with the technical team as…
    • Transaction Processing: Manage the precise execution of mutual fund and segregated fund transactions, including new account openings, fund buys, sells,…
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Associate, Advisor Support
Westmount Wealth Management Inc
Vancouver, BC
$90,000–$110,000 a year
Full-time
Apply now

Job details

$90,000–$110,000 a year
Full-time
Vancouver, BC

Full job description

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 l.pederzani@westmountwealth.com by Nov 19th 2026

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

Work Location: In person

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