Emplois “Wealth” au Canada – Page 23

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• 28j

  Superviseure ou superviseur bilingue, Nouveaux comptes, Temporaire

  Vancouver, BC

  HybrideTemporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestion3 à 5 ans d'expérience dans le secteur des placements, dont 1 à 2 ans en supervision; Études postsecondaires en placements ou opérations; Maîtrise du français et de l'anglais, à l'écrit et à l'oral

  MS Word, MS Excel, MS Outlook, MS Access

  28j

  Bilingual Supervisor, New Accounts, Temporary

  Toronto, ON

  83k–100k $/anHybrideTemporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestionCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.

  MS Word, MS Excel, Outlook, Access

  28j

  Bilingual Supervisor, New Accounts, Temporary

  Vancouver, BC

  83k–100k $/anHybrideTemporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestionCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.

  MS Word, MS Excel, Outlook, Access

  28j

  Bilingual Supervisor, New Accounts, Temporary

  Montréal, QC

  83k–100k $/anHybrideTemporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestionCandidates need 3 to 5 years of investment industry experience, including 1 to 2 years supervising staff, plus post-secondary education in investment operations. Fluency in English and French, strong attention to detail, and intermediate computer skills in Word, Excel, Outlook and Access are required.

  MS Word, MS Excel, Outlook, Access

  28j

  HR Reporting & Systems Analyst - Workday

  Toronto, ON

  90k–100k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ansCandidates need a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.

  Workday, Workday Report Writer, Excel, Power BI, EIB

  28j

  HR Reporting & Systems Analyst - Workday

  Vancouver, BC

  90k–100k $/anHybrideTemps plein

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ansCandidates need a post-secondary degree or diploma in a related field and at least 3 years of HR reporting experience in Workday. Strong Excel, analytical, confidentiality and communication skills in English are required, and French is an asset.

  Workday, Workday Report Writer, Excel, Power BI, EIB

  28j

  Superviseure ou superviseur bilingue, Nouveaux comptes, Temporaire

  Montréal, QC +2

  Temporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestionÉtudes postsecondaires en placements ou opérations; 3 à 5 ans d'expérience dans le secteur des placements; 1 à 2 ans en poste de supervision

  MS Word, MS Excel, MS Outlook, MS Access

  28j

  Bilingual Supervisor, New Accounts, Temporary

  Toronto, ON +2

  83k–100k $/anTemporaire

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  3+ ans1+ gestionCandidates need 3 to 5 years of progressively responsible investment industry experience, including 1 to 2 years supervising, plus fluency in English and French. Post-secondary education in investment operations, knowledge of relevant regulations, and IFIC or CSC completion are assets.

  MS Word, MS Excel, MS Outlook, MS Access

• 28j

  Manager/Associate Director, Investment Operations & Reporting Location: North York, Ontario Reports To: Chief Operating Officer

  Toronto, ON

  Temps plein

  

  Quintessence Wealth

  8+ ansCandidates need 8+ years of wealth management, asset management or investment operations experience, with people leadership and project management skills. Hands-on experience with NBIN and D1g1t is required, and knowledge of NI 31-103 and CRM2 is expected.

  NBIN, D1g1t, Schwab

• 29j

  Account Transfers Team Lead

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ ansRichardson Wealth needs candidates with 5+ years of financial services back-office experience, strong verbal and written communication, and leadership skills. Knowledge of CIRO policies and procedures is also required.

  Fidelity Clearing

  29j

  Accounts Transfers Administrator

  Toronto, ON

  

  Richardson Wealth Ltd

  1+ ansCandidates need one to two years of account transfer experience, clear written and oral communication, and strong organization and multitasking skills. Basic knowledge of Dataphile, ATON and CDS is optional, and French bilingualism and Fundcom knowledge are assets.

  Dataphile, ATON, CDS, Fundcom

  29j

  Associate

  Victoria, BC

  

  Richardson Wealth Ltd

  3+ ansCandidates need at least 3 years of financial services experience, strong English communication and organization skills, and attention to detail. A CIRO Investment Representative licence is required, with a Registered Representative licence within 18 months of hire.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer, Salesforce

  29j

  Assistant/Branch Assistant

  Charlottetown, PE

  

  Richardson Wealth Ltd

  1+ ansCandidates need Microsoft Office skills, strong communication and organizational skills, and attention to detail. Brokerage or finance experience of 1 to 3 years is beneficial but not required.

  Microsoft Office

  29j

  Quality Assurance Analyst

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ ansCandidates need 5+ years of hands-on quality assurance experience on complex enterprise applications, including Salesforce testing, API testing and automation tools such as Playwright or Selenium. Strong SQL skills and experience with Azure DevOps are also required.

  Salesforce, Playwright, Selenium, Tricentis, BrowserStack, Postman

  29j

  Manager, Branch Administrator

  Ottawa, ON

  

  Richardson Wealth Ltd

  5+ ansRichardson Wealth needs candidates with 5 to 10 years in the financial sector and proven branch administration experience in a medium to large branch. Strong organization, multitasking, technology support skills and CIRO registration (IR or RR) are needed; French is an asset.

  Technology platforms

  29j

  Branch Assistant (contract)

  Burlington, ON

  

  Richardson Wealth Ltd

  1+ ansCandidates need 1-3 years of experience in the finance industry, familiarity with brokerage operations and Microsoft Office, and strong communication and organizational skills. Experience with Dataphile is a plus.

  Dataphile, Microsoft Office

  29j

  Conseiller en conformité du patrimoine (CCP)

  Montréal, QC

  

  Richardson Wealth Ltd

  5+ ans5 à 10 ans d'expérience en conformité chez un courtier OCRCVM; Excellentes aptitudes en communication écrite et orale; Compétences en gestion des relations, médiation et leadership

  Dataphile, PortfolioAid, Microsoft Office

  29j

  Assistant

  Edmonton, AB

  

  Richardson Wealth Ltd

  Richardson Wealth needs candidates with strong organization and attention to detail, solid administrative skills and comfort learning new software. Microsoft Office and CRM experience such as Salesforce is preferred, and post-secondary education in business or a related field is preferred.

  Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams

  29j

  Senior Bilingual Advisor & Client Support Specialist (English/French)

  Toronto, ON +3

  

  Richardson Wealth Ltd

  2+ ansRichardson Wealth Ltd needs a candidate with 2 to 5 years of financial services experience, ideally in wealth management or client support, and strong Microsoft Office skills. Bilingual French and English is required, plus the judgment to handle escalations and the ability to coach others.

  Microsoft Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook

  29j

  Advisor & Client Support Specialist (English/French)

  Toronto, ON +3

  60k–70k $/an

  

  Richardson Wealth Ltd

  1+ ansCandidates need experience in a call centre, help desk, client service or wealth management setting, strong Windows, Excel, Word and Outlook skills, and clear communication. French is highly advantageous, and 1 to 2 years of related service experience is preferred.

  Microsoft Windows, Excel, Word, Outlook

  29j

  Associate

  Calgary, AB

  

  Richardson Wealth Ltd

  3+ ansCandidates need 3-5 years of financial services experience, an undergraduate degree, and CIRO licensing or willingness to be licensed within 6 months. Strong written and verbal English, organization, and attention to detail are essential.

  Communication skills, Client relationship management, Trade securities, Sales, Documentation, Regulatory compliance

  29j

  Onboarding Support Coordinator

  Toronto, ON

  

  Richardson Wealth Ltd

  1+ ansCandidates need one to three years of wealth management or brokerage experience and onboarding or training experience. Strong organization, project coordination, Microsoft Office skills and good English communication are required, and French is an asset.

  Dataphile, Maximizer, Microsoft Office Suite, Cisco Jabber, VPN

  29j

  Assistant

  Toronto, ON

  

  Richardson Wealth Ltd

  Candidates need relevant financial or administrative experience, excellent English communication, strong client relationship skills and proficiency with Microsoft Office. Post-secondary education and experience with a CRM system such as Maximizer are also asked for.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer

  29j

  Relationship Specialist

  Toronto, ON

  

  Richardson Wealth Ltd

  5+ ansCandidates need at least 5 years of client service, operations or business support experience in financial services. Strong problem solving, empathy, prioritization and an ability to work well with cross-functional teams are essential.

  CRM platforms, case tracking tools, service dashboards

3 entreprises