Associate Investment Counsellor
Toronto, ONThorek/Scott and Partners
5+ ansCandidates need five or more years of client-facing wealth management or private investment counsel experience and the CFP designation or final stages of it. CIM or CFA Level 1 is an asset, along with strong written and verbal communication, attention to detail and comfort with technology, including AI.
Work as a team, Counselling, Attention to detail, Financial planning, Communication skills, Process improvement
Vice President Finance
Toronto, ONThorek/Scott and Partners
10+ ansCandidates need at least 10 years of finance experience with hands-on fund work, a CPA or equivalent designation, and strong technical knowledge of investment company accounting and IFRS. Strong Excel and leadership skills are also required.
Excel, Mercatus, Workiva, Anaplan