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Educators Financial Group
5+ ansCandidates need five years of mutual fund back-office experience and a college diploma or undergraduate degree in business, finance or commerce. They also need the Canadian Investment Funds Operations Course, familiarity with Fundserv and RPM, and strong Microsoft Office skills.
Fundserv, RPM, Microsoft Outlook, Microsoft Word, Microsoft Excel
STRIVE Recruitment: STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration,…
1+ ansCandidates need at least 1 to 2 years in insurance or financial services, with direct experience in contracts, transfers or MGA operations. Apexa proficiency is required, and WealthServ or FundServ experience is an asset.
Apexa, WealthServ, FundServ
Wealthsimple Technologies
Candidates need experience managing and developing software engineering teams, production distributed-systems depth, and reliable delivery in a complex or regulated environment. They also need working knowledge of backend and frontend systems, SQL databases, event-driven architecture and cloud infrastructure.
Ruby on Rails, React, GraphQL, Kafka, Temporal, Kubernetes
Raymond James Ltd.
2+ ansCandidates need at least 2 years of experience in wealth management, securities operations or banking, plus knowledge of CDS, Arrow, Dataphile and Canadian registered plans. Strong Excel skills and the ability to work to strict deadlines with high accuracy are also required.
Dataphile, ServiceNow, Zoom, Microsoft Excel, CDS, Arrow
Randstad Canada
Candidates need strong attention to detail, intermediate computer skills, and the ability to communicate with clients and colleagues. Mutual fund or segregated fund administration experience and knowledge of Unitrax and FundSERV are assets.
Unitrax, FundSERV, MS Office, Macros
Randstad Canada
Randstad Canada needs candidates with experience in shareholder services or mutual fund administration, knowledge of mutual fund and segregated fund taxation and compliance including registered products, and strong customer service skills. Intermediate computer skills with MS Office, macros and application debugging are also required.
Unitrax Recordkeeping System, FundSERV, MS Office
Randstad Canada
2+ ansCandidates need a bachelor's degree in accounting, finance, economics or a related business field, plus 2 to 3 years of recent banking, financial services or mutual fund operations experience. Advanced Excel skills with macros and pivot tables, strong Microsoft 365 skills and excellent communication are required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, FundSERV
Scotiabank
Candidates need a university degree or college diploma, advanced Microsoft Office skills (especially Excel and Access), and experience with a BI tool such as MicroStrategy or Power BI. Experience in mutual funds or financial services and strong communication and problem-solving skills are also required.
Excel, Access, Power BI, MicroStrategy, Salesforce, Seismic
Scotiabank
5+ ansCandidates need 5+ years as a business or systems analyst in asset management, fund administration or wealth management, with hands-on transfer agency platform experience. Strong knowledge of mutual funds, Fundserv and reconciliation controls is expected, with Python, cloud data tools and API skills as assets.
SS&C IFDS (iFAST), Univeris, SS&C TA2000, FIS, Power BI, Tableau
Fidelity Investments Canada ULC
10+ ans5+ gestionCandidates need a bachelor's degree or equivalent experience, 10+ years in an operational role in transfer agency or workflows, and 5+ years in IT or operations leadership. Mutual fund industry experience and FundServ experience are assets.
AXIS, NEXUS, FundServ
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
10 entreprises