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7 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Director, UHNW Segment will define, build, and execute the Ultra High Net Worth strategy while ensuring operational excellence and cross-functional collaboration.
Reposted 8 Days AgoSaved
In-Office
Toronto, ON, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As an Insurance Advisor, you will build client relationships, provide insurance solutions to physicians, and drive sales growth in a team-oriented environment.
Top Skills: ExcelMs WordOutlook
Reposted 12 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Manager, Private Wealth Associates leads and develops a team of Wealth Planning Associates, manages performance, and ensures effective resource management within private wealth division, enhancing operational effectiveness and supporting career development.
Top Skills: Salesforce
14 Days AgoSaved
In-Office
Toronto, ON, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Support Wealth Advisors by managing client reviews and meeting preparations. Provide administrative assistance and ensure clients' financial planning needs are met. Engage in professional development and collaborate with internal teams to resolve client requests.
Top Skills: Salesforce
14 Days AgoSaved
In-Office
Toronto, ON, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Administrative Associate supports Wealth Advisors by managing administrative tasks, client communication, and assisting with business development and corporate projects, ensuring excellent client service and efficient operation.
Top Skills: ExcelMs WordOutlookPowerPointSalesforce
Reposted 15 Days AgoSaved
In-Office
Toronto, ON, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The Senior Portfolio Performance Analyst supports investment operations through performance measurement, reporting, and process improvement. Responsibilities include data validation, report generation, and enhancing analytics frameworks to ensure data integrity and operational excellence.
Top Skills: Crystal ReportsExcelMorningstar DirectPower BISimcorpSQLSsrsTableauVBA
Reposted 21 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Support sourcing, underwriting, due diligence and monitoring of infrastructure investments (direct, co-invest and fund investments). Prepare financial analyses, legal and risk reviews, investment committee presentations, portfolio reporting (including ESG), and maintain partner relationships. Mentor junior team members and contribute to thought leadership, fundraising and ad hoc project work.
Reposted 22 Days AgoSaved
In-Office
Toronto, ON, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.
Top Skills: Financial Planning SoftwareInvestment Management Tools
Reposted 23 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Principal, Infrastructure Investments will source and evaluate global infrastructure investment opportunities, lead due diligence, mentor junior team members, and manage relationships with key market participants.
Top Skills: CaCbvCfaCpaMba
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