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18 Hours 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
5 Days AgoSaved
In-Office
2 Locations
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
7 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Director of Talent Acquisition will lead a comprehensive recruitment strategy, collaborating with leaders to fulfill talent needs while enhancing candidate experiences and embedding diversity in hiring practices.
Top Skills: Ai-Enabled Recruiting ToolsCopilotDayforceGreenhouseMs TeamsOutlookWorkday
Senior level
Fintech • Payments • Financial Services
The Senior Specialist oversees client communications, content marketing, and public relations while enhancing the firm's brand and engagement strategies.
Top Skills: Content MarketingDigital Distribution PracticesMedia RelationsSeo
Reposted 11 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
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Reposted 13 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Provide administrative support to Wealth Advisors, manage client interactions, prepare meeting materials, and oversee investment portfolio reviews.
Top Skills: Salesforce
Reposted 15 Days AgoSaved
In-Office
Toronto, ON, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Administrative Associate provides support to Wealth Advisors and Wealth Planning Associates, coordinating client interactions, managing schedules, and assisting with business development tasks. Responsibilities include preparing reports, organizing client meetings, and managing documentation in Salesforce.
Top Skills: ExcelMs OutlookMs PowerpointMs WordSalesforce
Reposted 15 Days AgoSaved
In-Office
Toronto, ON, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Support Wealth Advisors with financial planning and client service, manage client requests, prepare materials, and engage in ongoing learning.
Top Skills: Salesforce
19 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Principal will source global infrastructure investments, conduct due diligence, mentor juniors, and manage key industry relationships while presenting findings to the Investment Committee.
Top Skills: CaCbvCfaCpaMba
Reposted 23 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
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