Wealth Management Associate

North American Centre, 5700 Yonge St, North York, ON M2N 5M9, Canada

Posted Tuesday, February 10, 2026 at 5:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting‑edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward‑thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting‑edge solutions that delight and serve our customers.

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work‑life balance
• Competitive compensation and benefits packages
• Work‑life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

The Associate will work closely with Associate Portfolio Managers (APMs) / Portfolio Managers (PMs) to support day‑to‑day operations within Questrade Wealth Management (QWM). They will interact with the Back Office, New Accounts, Customer Services, Marketing, Tech Support, Compliance teams and other groups across the organization on daily operational and analytical tasks and ad hoc projects.

In this role, responsibilities include but are not limited to:

• Gaining expert knowledge of QWM’s Quest wealth Portfolios, the product and its operations.
• Providing day‑to‑day operational support to APMs / PMs including detailed work in Excel and Google Sheets, including calculations, building and updating spreadsheets to track portfolio and market performance.
• Following up with clients by phone and email to improve conversions and assist with account maintenance and updates.
• Conducting portfolio research, and pulling information and data from various sources.
• Recording and calculating P&L on errors using spreadsheets and market data.
• Preparing various business activity reports, mostly in Excel.
• Liaising with the Back Office, Compliance, New Accounts, Customer Service etc., to handle requests and inquiries to improve QWM operational performance and efficiency.
• Participating in wealth management meetings and assisting in taking detailed minutes.
• Participating in ad hoc growth and business development projects and initiatives.
• Handling any special projects and/or maintenance tasks as assigned (such as weekly attrition analysis, sector, region, and individual securities analysis).
• Assisting with overdue client documentation updates via phone calls.
• Managing Pending Client Acceptance / Funded list and other call queues.

• Hold a Bachelor’s degree (or equivalent)
• Have 2+ years of experience in a relevant role within the financial services industry
• Have a working knowledge of AI and advanced skills in Microsoft Excel, Macro, SQL, and Google Suite
• Have demonstrated problem‑solving and analytical skills
• Take directions well while being able to execute independently
• Have a good understanding of the investment industry and available products
• Have strong organizational skills and are able to handle multiple tasks…