The Future Of Private Wealth Management
Toronto, Ontario
Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit. Purpose built to be a state of the art support platform and practice accelerator, we empower our Partners to focus on serving their clients and growing their businesses. With our integrated next-generation technology platform and sophisticated investment solutions that are often only available to pension or endowment funds, QW Partners not only stand out, but seek to stand atop in an increasingly competitive and rapidly changing industry. Together we are a collection of forward-thinkers with less bureaucracy and an ability to share best practices easily across the organization. As such, membership in Quintessence is by invitation only. QW is registered as a portfolio manager, investment fund manager and exempt market dealer in certain Canadian jurisdictions. Our partner firms provide wealth management services such as financial planning while QW provides investment management services to clients. For more, please visit www.qwealth.com.
On-site · Toronto
Support the Chief Compliance Officer in implementing and maintaining the firm’s compliance program, including monitoring employee trading, reviewing marketing content, and conducting monthly anti-money laundering and anti-terrorism client reviews. Maintain compliance records and policies, assist with registrations and cybersecurity assessments, and support regulatory requests, due diligence, and the annual external audit.
Hybrid · Toronto
Lead a team responsible for day-to-day investment operations across Canadian and U.S. accounts, including operational controls, risk management, incident response, and tax reporting coordination. Own client reporting accuracy and governance, oversee reporting and operational platforms, and manage vendor relationships, system enhancements, and cross-functional projects.
On-site · Calgary
Lead client meetings, establish suitable investment mandates and policies, oversee portfolios within mandate and IPS limits, and complete documented KYC updates and suitability reviews. Build trusted client relationships, coordinate investment strategies with financial planners and wealth advisors, address analytical client and advisor questions, and contribute to investment committee decisions.
