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Fidelity Investments Canada ULC
1+ ansCandidates need a three-year college diploma or equivalent experience and at least one year of business analyst work, ideally in wealth management or financial services. Experience with Salesforce, JIRA, Confluence, Agile and client onboarding workflows is an asset.
Salesforce, JIRA, Confluence
AGF Investments Inc.: AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is…
1+ ansCandidates need an undergraduate degree in finance or a related field and ideally 1 or more years of sales experience, especially in cold calling. Strong Microsoft Office, telephone and communication skills are required, and Salesforce knowledge is an asset.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Desjardins
Candidates need a background in financial services and a client-focused approach. The posting asks for strong listening and advisory skills and an up-to-date knowledge of market trends and industry best practices.
Wealthsimple Technologies
5+ ansCandidates need a CPA and CFP designation, plus 5+ years in tax planning or wealth management. They must know Canadian tax law well, have a track record of tax optimization for high-net-worth clients, and communicate complex ideas clearly.
Conquest
Wealthsimple Technologies
5+ ansCandidates need a Pl. Fin. designation, a CIM or CFA designation, and fluency in French and English. Senior Advisors need 5+ years of wealth management or financial advisory experience; Lead Advisors need 10+ years, including HNW clients, plus additional designations such as FEA, TEP or CPA.
Bilingualism, Sales targets, Onboarding, Customer service, Communication skills, Financial planning
Electric Mind: Electric Mind is an engineering-first consulting firm.
6+ ansCandidates need 6+ years in Canadian wealth management, hands-on experience in wealth operations, and a working knowledge of how dealers, manufacturers, custodians and advisors fit together. Strong business analysis, clear writing and presentation skills, and a post-secondary degree or equivalent experience are required.
FundSERV, CDS
Electric Mind: Electric Mind is an engineering-first consulting firm.
3+ ansCandidates need 3+ years in Canadian wealth management, hands-on experience in wealth operations, and strategy or transformation engagement experience. They need business analysis skills, familiarity with FundSERV and CDS, and clear communication with executives and operations teams.
Know your customer, Reporting, Recordkeeping, CIRO, Leadership, Business analysis
Feathery
10+ ansCandidates need 10+ years of Canadian wealth management experience, ideally at Director or VP level in wealth operations. They need an established network across Canada's wealth ecosystem, transformation and change-management experience, and understanding of regulatory and compliance requirements.
Sales, Onboarding, Know your customer, Workflow, Regulatory compliance, Apply information security policies
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
Solides compétences en service à la clientèle; Connaissances de base en placements et en gestion de portefeuille; Excellentes aptitudes interpersonnelles et en présentation
Customer service, Dispatching, Documentation, Administrative support, Communication skills, Presentation skills
Connor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
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