Burlington, On Mentor Jobs – 509 Openings This Week

Senior Client Services Manager
Celernus Investment Partners Inc —Burlington, ON
- $60,000–$75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organizational skills
Quick apply
7d
Nurse Practitioner
CarePoint Health —Mississauga, ON
- $112,979.44–$132,917.00 a year
- Weekends as needed
- Nursing
- Writing skills
- BLS Certification
- Dental care
- Paid time off
Quick apply
19h
Certified Dental Assistant Level II
Oakville Dental Clinic —Oakville, ON
- $25–$32 an hour
- Full-time
- In-person
- Leadership
- Medical terminology
- Dental care
- Paid time off
Quick apply
Shift Supervisor/Foreman
Hooper Welding —Oakville, ON
- $85,000–$95,000 a year
- Overtime
- Project management
- First Aid Certification
- Welding
- Dental care
Quick apply
DASH 8-100/300 Captain
Great North Airlines —Ontario
- $90,000–$135,000 a year
- Weekends as needed
- Heavy lifting
- English
- In-person
- Disability insurance
- Dental care
Used Car Manager
Leggat Chevrolet Burlington —Burlington, ON
- $70,000–$100,000 a year
- Full-time
- Inventory management
- Merchandising
- Analysis skills
- Dental care
Quick apply
Fleet Mechanic
Cedar Springs Landscape Group —Dundas, ON
- From $40 an hour
- Full-time
- Heavy lifting
- Maintenance
- High school diploma or GED
Quick apply
Lead Structural Engineer
Mantecon Partners Inc. —Dundas, ON
- $130,000–$160,000 a year
- Full-time
- PMP
- Engineering
- Project management
Quick apply
Vice President, Commercial & Complex Claims
Hudson Restoration Inc. —Mississauga, ON
- $100,000–$220,000 a year
- Weekends as needed
- Management
- PMP
- Business development
- Wellness program
- Disability insurance
Quick apply
Shift Supervisor - Paint & Blast
NATIONAL STEEL CAR —Hamilton, ON
- From $41.22 an hour
- Full-time
- In-person
- Leadership
- Mechanical knowledge
- Disability insurance
- Dental care
Quick apply
Director of Long Term & Elder Care, Moose Factory, ON
Weeneebayko Area Health Authority —Ontario
- $70.42–$84.19 an hour
- Full-time
- Nursing
- Master's degree
- Bachelor's
- Dental care
- Employee assistance program
Quick apply
Field Sales Agent (Base Pay + Commission, Paid Training)
YES Acquisitions Inc —Oakville, ON
- $75,000–$105,000 a year
- Full-time
- Sales
- English
- High school diploma or GED
Quick apply
Clinical Manager, Fort Albany, ON
Weeneebayko Area Health Authority —Ontario
- From $61.55 an hour
- Full-time
- Nursing
- BLS Certification
- Master's degree
- Dental care
- Employee assistance program
Quick apply
Foreperson [Arborist]
The Davey Tree Expert Company —Oakville, ON
- $25–$35 an hour
- Full-time
- Heavy lifting
- High school diploma or GED
Quick apply
Foreperson [Arborist]
Davey Tree Canada —Burlington, ON
- $25–$35 an hour
- Full-time
- Heavy lifting
- High school diploma or GED
- In-person
- Employee stock purchase plan
- Dental care
Quick apply
Civil Engineer Water Resources
Mantecon Partners Inc. —Dundas, ON
- $130,000–$160,000 a year
- Full-time
- AutoCAD
- Engineering
- Bachelor's
Quick apply
Account Manager
Exhibit Solutions Inc. —Burlington, ON
- $72,000–$90,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Employee assistance program
Quick apply
Team Mentor - Registered Early Childhood Educator (RECE)
Childventures Early Learning Academy —Milton, ON
- $28.00–$29.71 an hour
- Full-time
- CPR Certification
- First Aid Certification
- In-person
- Dental care
Quick apply
Dental Practice Leader
Dentistry at LaSalle —Burlington, ON
- $35–$41 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Nurse Practitioner - Long Term Elder & Palliative Care, Moose Factory, ON
Weeneebayko Area Health Authority —Ontario
- From $81.84 an hour
- Full-time
- Nursing
- BLS Certification
- No university degree
- Dental care
- Employee assistance program
Quick apply

I want to receive the latest job alerts for mentor in burlington, on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Client Services Manager

Celernus Investment Partners Inc
Burlington, ON

Quick apply

Job details

Full-time
$60,000–$75,000 a year
7 days ago

Qualifications

Investment
Microsoft Excel
Microsoft Office
Organizational skills
CSC
Leadership
Communication skills

Full job description

Celernus Investment Partners

About Us

Celernus Investment Partners was founded in 2011 to deliver disciplined investment management through a boutique, relationship-driven model. What began as a firm serving high-net-worth families has grown to support institutional investors and financial advisory businesses across Canada.

As our platform has expanded into wealth management, private credit, real estate, and insurance, one principle has remained constant: relationships matter as much as returns.

Our boutique structure and disciplined approach let us deliver a personal, highly attentive client experience.

Role Overview

Celernus is seeking a Senior Client Services Manager to lead client onboarding, account administration, and operational support. Reporting to the firm’s Senior Partners and working closely with our Investment Counsellor, this role coordinates client service activity across the firm while maintaining direct client and advisor interaction.

This role is ideal for a seasoned client service professional who thrives in a hands-on boutique environment. You enjoy owning complex processes end-to-end, solving problems proactively, and ensuring clients feel supported at every step. You are both a doer and a leader — someone who elevates the client experience while helping strengthen the service capabilities of the entire team.

Key Responsibilities

Client Onboarding & Relationship Support

Lead and manage all new client onboardings — from initiation to completion — while providing proactive updates and an exceptional client experience.
Coordinate all transfers, ensuring book values and account data move correctly from relinquishing custodians.
Gather, track, and maintain KYC/IPS information to ensure ongoing regulatory compliance.
Develop a deep understanding of each client’s personal and financial profile.

Operational Execution & Systems Ownership

Manage and maintain the firm’s CRM system, ensuring accuracy and up-to-date client information.
Set up all clients within NBIN systems (MyPortfolio+, Compass, etc.) and ensure accurate platform advisor configuration within NBIN and Croesus.
Set up billing in Croesus for new clients and coordinate approvals with Accounting/Compliance.
Manage internal client files, ensuring documentation is complete, organized, and privacy-compliant.
Track and maintain valid personal identification documents for all clients.

Client Reporting & Account Administration

Generate ad hoc client reporting (portfolio statements, transaction histories, etc.).
Process account-level changes: RRSP to RRIF conversions, LIRA to LIF conversions, RESP administration, PAC/SWP setups, and annual RRIF minimum calculations.
Support all aspects of account maintenance in partnership with the Investment Counsellor and Portfolio Managers.

Advisor & Custodian Support

Train clients and platform advisors on the use of NBIN and Croesus tools as the firm’s internal “power user.”
Liaise with NBIN to stay ahead of platform updates and translate new features into internal best practices.
Participate in internal service and operations meetings, contributing to both advisory and operational initiatives.

Team Leadership & Development

Coach and mentor junior service staff to help develop their technical and professional capabilities.
Support a positive, collaborative team culture with a focus on continuous improvement.

Required Qualifications

5+ years of experience in client service, operations, or account administration within wealth management, investment management, or brokerage environments.
Completion of, or willingness to complete, the Canadian Securities Course (CSC).
Strong understanding of investment account structures and operational processes (NBIN and Croesus experience preferred).
Excellent communication skills — written, verbal, and client-facing.
High attention to detail and accuracy, with strong organizational skills.
Ability to manage multiple priorities and meet deadlines in a dynamic, boutique environment.
Demonstrated initiative, ownership mentality, and willingness to collaborate with PMs, partners, advisors, and clients.
Proficiency in Microsoft Office, particularly Excel.

Compensation Package

Salary: Commensurate with experience.
Discretionary bonus program.
Benefits package available.

Join Our Team

If this seems like a good fit, we would be happy to speak. Please send your resume and cover letter to:

Chris Grant
Senior Partner, Celernus Investment Partners
[email protected]

We look forward to hearing from you.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

mentor jobs in burlington, on

Senior Client Services Manager

Nurse Practitioner

Certified Dental Assistant Level II

Shift Supervisor/Foreman

DASH 8-100/300 Captain

Used Car Manager

Fleet Mechanic

Lead Structural Engineer

Vice President, Commercial & Complex Claims

Shift Supervisor - Paint & Blast

Director of Long Term & Elder Care, Moose Factory, ON

Field Sales Agent (Base Pay + Commission, Paid Training)

Clinical Manager, Fort Albany, ON

Foreperson [Arborist]

Foreperson [Arborist]

Civil Engineer Water Resources

Account Manager

Team Mentor - Registered Early Childhood Educator (RECE)

Dental Practice Leader

Nurse Practitioner - Long Term Elder & Palliative Care, Moose Factory, ON

I want to receive the latest job alerts for mentor in burlington, on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected