Job DescriptionWhat is the opportunity? We are seeking an experienced Supervisor to lead our ClientLink Reconciliation team. In this role, you will oversee daily reconciliation operations across multiple financial systems while supervising and developing a high-performing team. You'll combine technical expertise with strong leadership capabilities to drive accuracy, efficiency, and operational excellence. This position is ideal for a detail-oriented professional who excels at problem-solving, leverages technology to enhance productivity, and is committed to building a collaborative, inclusive team environment.
What will you do? - Lead and supervise a team of professionals to maintain seamless daily operations and workflow continuity
- Oversee core reconciliation activities, including daily reconciliations of cash, positions, and costs across accounting systems (ClientLink) and custody systems (Broadridge), and investigation of reconciling items
- Develop subject matter expertise across all team procedures, serving as the primary resource for team members seeking guidance and issue resolution
- Manage client inquiries by reviewing and responding to urgent requests from internal stakeholders with efficiency and accuracy
- Coordinate cross-functional escalations with OPS and support teams to resolve complex problems and drive resolution
- Foster a supportive workplace culture by actively listening, demonstrating empathy, and championing mental health and well-being initiatives
- Drive performance excellence through personal leadership and accountability while enabling your team to deliver results
- Act as SME for projects impacting team
What do you need to succeed?Must haves:- Proven experience in reconciliation processes and operations
- Demonstrated people management and supervisory experience
- Strong technical proficiency, including advanced Excel skills and data mapping expertise
- Ability to leverage AI tools to automate processes, enhance efficiency, and implement solutions that improve team productivity
- Strong analytical and problem-solving capabilities with attention to detail
- Excellent written and verbal communication skills
Nice-to-have:- VBA macro experience
- Familiarity with Broadridge systems (BTS, MRGN, ZCBA, Clientsource, etc.)
- Experience with ClientLink platform
- Background with large financial institutions
What's in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
Job SkillsActive Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Quality Management, Time Management
Additional Job DetailsAddress:180 WELLINGTON ST W:TORONTO
City:Toronto
Country:Canada
Work hours/week:37.5
Employment Type:Full time
Platform:WEALTH MANAGEMENT
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-07-29
Application Deadline:2026-08-12
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
