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12 Days AgoSaved
Remote
Canada
Senior level
Senior level
Financial Services
The Manager of Wealth Management will lead a sales team focused on high-net-worth clients, driving deposits and long-term value through value-driven sales techniques and coaching. The role involves a hands-on approach to enhance team performance and client relationships while using data for insights.
12 Days AgoSaved
Remote
Canada
Senior level
Senior level
Financial Services
The Manager, Entity Accounts Product Compliance oversees compliance for non-individual accounts, partners with product teams on regulatory integration, manages risk, and leads documentation and training efforts.
12 Days AgoSaved
Remote
Canada
Mid level
Mid level
Financial Services
As a Financial Planner, you will guide clients using strategic financial advice to achieve their goals, drive asset consolidation, and deliver exceptional service.
Top Skills: AIDigital Tools
Senior level
Financial Services
Lead the evolution of Salesforce architecture while implementing custom solutions, optimizing revenue operations, and collaborating on technical strategy across teams.
Top Skills: ApexLightning Web Components (Lwc)SalesforceSOQLVisualforce
12 Days AgoSaved
Remote
Canada
Senior level
Senior level
Financial Services
The role involves managing compliance programs for payments, overseeing monitoring controls, drafting policies, and collaborating with various teams to ensure regulatory compliance in fintech products.
Top Skills: Ai WorkflowsGrc ToolsNotebook Lm
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