Associate, Highstreet at AGF Management

London, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

70000.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Client services, Operational excellence, Documentation management, Account administration, Transaction processing, CRM systems, Microsoft Office, Excel, Communication skills, Time management, Compliance, Risk oversight, Relationship management, Financial services

Industry

Investment Management

Description

About AGF Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B. About Highstreet Asset Management Founded in 1998, Highstreet Asset Management Inc. is an investment management firm based in London, Ontario. The firm is wholly owned by AGF Investments Inc., a subsidiary of AGF Management Limited (AGFML). We offer a diverse suite of pooled funds and segregated accounts for individual stock and bonds holdings for high-net-worth individuals and families as well as foundations and endowments. We are committed to our core principles of doing two things exceptionally well – managing money and serving our clients. About the Role Highstreet Asset Management Inc. is seeking a highly organized, client-focused Associate – Client Services & Operations to join our Private Client team in London, Ontario. This role is responsible for delivering exceptional service to high-net-worth clients through operational excellence, precise documentation management, and proactive client support. The Associate acts as a key point of contact for clients and plays a central role in ensuring seamless execution of account administration, transactions, reporting, and office operations. This is a newly created role on the team. Key Responsibilities Client Service & Relationship Support Develop and maintain strong, professional relationships with high-net-worth clients and their advisors (accountants, lawyers, trustees) Serve as an operational contact for client inquiries and service requests Coordinate client onboarding, account openings, and documentation completion Prepare client meeting materials, reporting packages, and follow-up communications Assist in tracking client deliverables and ensuring timely follow-through Support client satisfaction initiatives and service excellence standards Account Administration & Operations Process and track client transactions, deposits, withdrawals, and account updates Coordinate trade processing support and reconciliation activities Liaise with custodians to resolve outstanding items and ensure accurate settlement Maintain up-to-date client files and ensure documentation meets compliance standards Support internal audit and regulatory documentation requirements Monitor daily client activity to ensure accuracy and completeness Compliance & Risk Oversight Ensure adherence to regulatory requirements and internal compliance policies Maintain complete and audit-ready client records Assist with documentation tracking and compliance file management Escalate operational risks or discrepancies appropriately Office & Business Operations Support daily office operations to ensure a professional and efficient environment Act as liaison with AGF corporate functions including IT, Compliance, HR, and Procurement Assisting managing office vendors, supplies, and facilities coordination Collaborate on the logistics for client events, sponsorships, and team initiatives Support onboarding of new employees and office orientation What You Bring 2–5 years of experience in wealth management, private banking, or financial services Post-secondary education in business, finance, or related discipline preferred Strong understanding of high-net-worth client servicing and operational processes Experience working with custodians and client documentation Knowledge of CRM systems (Harmony preferred) Advanced proficiency in Microsoft Office, particularly Excel Exceptional attention to detail with strong written and verbal communication skills High degree of discretion and professionalism Client-first mindset with strong service and collaboration orientation Operational precision, accuracy and efficiency Strong time management and prioritization skills, along with the ability to manage competing deadlines Compensation The anticipated compensation range for this role is $60,000 - $70,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity. AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans. No unsolicited agency referrals please. AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made. No unsolicited agency referrals please. AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made. # R11288 Invested in Discipline. At AGF, our approach is defined by three principles: Shared Intelligence, Measured Approach and Active Accountability. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring.

Responsibilities

The Associate is responsible for delivering exceptional service to high-net-worth clients through operational excellence and precise documentation management. They act as a key point of contact for clients while supporting account administration, transactions, and daily office operations.