Associate, Corporate Account Operations

📋 Description

• Execute corporate & entity onboarding and maintenance
• Process onboarding requests for corporate/non-personal entities with KYB/KYC checks
• Complete corporate account openings, updates, and maintenance across systems
• Follow SOPs and runbooks; clarify edge cases
• Support complex scenarios by gathering info and coordinating with seniors/managers
• Collaborate with teammates to ensure accurate, compliant operations

🎯 Requirements

• 1-3 years operations experience in financial services (brokerage, banking, wealth management
• At least 1 year handling corporate/non-personal entity accounts in CIRO-regulated environments
• Familiarity with Canadian regulatory frameworks (FINTRAC, CIRO, CRA guidance)
• Solution orientation and structured, hypothesis-driven work approach
• Attention to detail; comfortable with spreadsheets and operational data
• Strong prioritization, ownership, and clear communication

🎁 Benefits

• Top-tier health benefits and life insurance
• Long-term savings with employer match
• 20 vacation days, 4 wellness days, unlimited sick/mental health days
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups and inclusive culture