Human Resources Generalist

The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 75 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance, and investment dealer sectors.

Univeris is a world-class technology platform that boasts a number of firsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris' product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

At Univeris, when we are faced with new problems we work together to find solutions, we do what we say, and we are lifelong students.

The Opportunity

At Univeris, we believe that delivering mission-critical enterprise wealth management technology requires an uncompromising standard of talent. As we scale our international operations, the Human Resources Generalist serves as the core operational anchor of our Human Resources department and an essential evaluator of inbound talent.

Supporting a distributed workforce across Canada, Spain, and Latin America, this role balances daily operational excellence with genuine evaluative ownership. Beyond managing HR workflows, systems, and compliance,you will play an active role in candidate assessment—conducting initial screenings across all organizational levels.

This position is built for a structured, detail-oriented HR professional who excels in process execution, brings strong bilingual communication skills, and seeks a defined growth path into senior human resources management.

Core Responsibilities

1. Talent Acquisition & Candidate Evaluation

Inbound Screening & Evaluation: Conduct initial competency pre-screens for open roles across all departments against established performance rubrics and talent scorecards.

• North American Full-Cycle Recruitment: Partner with hiring managers to manage the candidate pipeline across Canada and the US—from posting and active sourcing through to assessment coordination and offer issuance.

• Assessment Administration: Coordinate and interpret pre-hire capability and behavioral assessments using tools like Workwolf and TestGorilla.

2. Onboarding, Offboarding & Integration

• Onboarding Execution: Facilitate the operational onboarding process for new team members, coordinating orientations, system setups, and introductory touchpoints.

• Compliant Offboarding: Administer departure workflows, conduct offboarding documentation, issue separation agreements, coordinate asset recovery, and partner with IT to ensure system access deprovisioning aligns with SOC 2 compliance standards.

3. Global HR Systems, Operations & Automation

• System Integrity: Maintain the accuracy and completeness of employee records across global jurisdictions within BambooHR.

• Employee Helpdesk & Support: Act as the first point of contact for employee inquiries regarding company policies, employment confirmation letters, remote work parameters, and leave requests.

• Data Audits & Analytics: Run routine data integrity audits and prepare monthly operational HR metrics (retention, time-to-fill, onboarding completion) for leadership review.

• Workflow Automation: Assist in deploying and maintaining internal HR automation tools (including conversational HR bots and structured knowledge bases) to streamline routine administrative requests.

4. Total Rewards, Workplace Culture & Compliance

• Benefits Coordination: Oversee Canadian and US group benefit enrollments, status changes, and plan administration starting from day one of employment.

• Payroll Liaison: Collaborate with external payroll partners, verifying and submitting bi-weekly payroll changes, deductions, and adjustments.

• Culture & Engagement: Lead workplace engagement initiatives and social committees (virtual and in-person events, wellness programs, and annual celebrations).

• Audit & Regulatory Compliance: Support annual HR audit readiness for SOC 2 security controls, maintain workplace health and safety (JHSC) documentation, and ensure adherence to Ontario employment standards (ESA, AODA).

Candidate Qualifications

Required:

Experience: 2 to 4 years of progressive HR operations, people operations, or talent acquisition experience,ideally within a software, technology, or professional services environment.

• Language Proficiency: Full professional fluency in both English and Spanish (written and verbal) is required to facilitate collaboration between our North American, Spanish, and LATAM teams.

• Candidate Assessment Skills: Direct experience conducting structured, behavioral, or competency-based interviews and utilizing evaluation scorecards.

• Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.

• Legislative Knowledge: Strong working knowledge of Canadian employment standards (Ontario ESA, Human Rights, OHSA, and AODA).

• Work Style: High attention to procedural precision, disciplined record-keeping, and the ability to exercise sound escalation judgment on sensitive matters.

• AI Tooling & Evaluation: Familiarity with modern AI productivity applications and the ability to assess candidates' practical usage of AI tools during the screening and interview process.

• AI & Workflow Fluency: Practical experience leveraging AI-augmented tools (e.g., ChatGPT, Claude, Microsoft Copilot) to accelerate daily workflows—such as drafting policies, building interview rubrics, synthesizing data, and optimizing routine HR operations.

Preferred:

• Familiarity with cross-border HR support across Canada, the US, and LATAM.

• Exposure to SOC 2 HR audit preparations and evidence gathering.

• Experience administering group insurance benefits and coordinating outsourced payroll workflows.

What We Offer

Competitive Package: Comprehensive package including health, vision, and dental coverage, group RRSP matching, and professional development support.

Balanced Work Environment: A structured hybrid schedule (3 days in our downtown Toronto office, 2 days remote) collaborating with a global team.

At Univeris we embrace diversity and inclusion. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process may e-mail a request to [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.