📑 JOB STATEMENT:Our accelerated growth at Worldsource continues, as does the evolution of our sophisticated Managed Solution offerings along the Wealth Continuum. As a dynamic and experienced VP, Managed Programs, you will play a crucial role in leading the design, project management, launch and maintenance of all the fee-based programs offered at ou ...
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📑 JOB STATEMENT:As a Product Manager you will play a pivotal role in shaping the future of our digital platforms and tools. Working at the intersection of business, operations, technology, and digital innovation, you will spearhead the development of product roadmaps that not only align with our overarching business strategy but also catalyze growth ...
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📑 JOB STATEMENT:Amidst our continued growth at Worldsource, we are looking for a Vice President, Business Development (“VP, BD”) who will be responsible for all aspects of partner relations with Worldsource Financial Management Inc. (“WFM”) and Worldsource Securities Inc. (“WSI”) advisors in Eastern Canada (Ontario and Atlantic). The successful candi ...
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📑 JOB STATEMENT:As a Product Manager you will play a pivotal role in shaping the future of our digital platforms and tools. Working at the intersection of business, operations, technology, and digital innovation, you will spearhead the development of product roadmaps that not only align with our overarching business strategy but also catalyze growth ...
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📑 JOB STATEMENT:The Senior Trader will be responsible for overseeing the trade services offered by Worldsource Securities Inc. (WSI) and will also be responsible for the oversight of processing and settlement of all Syndication related activities. This highly motivated and energetic candidate will advocate for service excellence and work to deliver ...
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📑 JOB STATEMENT:The Finance Department is responsible for the accounting and financial reporting for WWM and its affiliates. The Senior Financial Analyst will be responsible for the month-end and year-end processes, general ledger account reconciliation, analysis and financial reporting. The incumbent will also assist in the annual budget process. E ...
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📑 JOB STATEMENT:Reporting to the Director, Partnerships and Transition, and working in a fast- paced environment, the Relationship Manager will be responsible for prospecting, transition management and relationship management with existing branches. This highly motivated and energetic candidate must build solid relationships and maximize customer loy ...
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📑 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their ...
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📑 JOB STATEMENT:The role of the Compensation Administrator at IDC WIN is to provide key administrative support to the Compensation processing function of the company.ESSENTIAL FUNCTIONS:Processing and reconciling the weekly Life pay run;Downloading, reviewing and posting carrier statements;Handling commission inquiries from brokers;<b ...
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📑 JOB STATEMENT:Working in a fast-paced environment, the successful candidate will be responsible for processing new business applications, policy contracts and will provide assistance to the Case Specialists as required.ESSENTIAL FUNCTIONS:Processing applications, policy contracts and delivery requirements;Distributing Inforce and new bu ...
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📑 The Role We are currently looking for a Senior Compensation Specialist reporting to the Director, Compensation to join our IGM Human Resources department as part of either Mackenzie Investments or Investors Group. This role is an 18-month contract position . Within the Human Resources Department of IG ...
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📑 POSITION SUMMARY The Associate PWM Operations is responsible for a broad set of tasks to support the business unit and PWM teams in the field. This includes the development and facilitation of regular PWM webinars, calls and meetings, coordinating the onboarding of new PWM Advisors, developing collaborative relationships ...
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📑 Advisor, IG Wealth Management, Corporate Channel Location(s): Vancouver IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management se ...
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📑 Position Summary The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration ...
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📑 Advisor, IG Wealth Management, Corporate Channel Location(s): Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management ser ...
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📑 Location: Toronto or Winnipeg Division: IGM Risk, Audit & Sustainability IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment ma ...
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📑 POSITION SUMMARY Reporting to the Director, Portfolio Management, the Portfolio Analyst will be responsible for providing day-to-day execution support towards the effective and timely monitoring and management of the initiative portfolio. In this role, you will be accountable for maintaining and communicating the portf ...
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📑 JOB STATEMENT:IDC WIN has an immediate need for a New Business Administrator to join their team in the Prairie region (Edmonton or Calgary, AB) on a contract basis to perform diverse administrative duties that will combine Life and Living Benefit Insurance knowledge and case coordination. The ideal candidate will have an understanding of insura ...
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📑 Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority ...
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📑 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they a ...
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📑 Description of company and role:Good Redden Klosler is a fully integrated team of professional experts with extensive knowledge in accounting, advisory and wealth management services. We take pride in offering our owner-manager entrepreneurial clients comprehensive financial solutions tailored to their unique needs. It all begins with a persona ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 across ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 ac ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 ac ...
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📑 Who we are:Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our ...
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📑 Company DescriptionAt Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax prepara ...
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📑 MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARSCapital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA These remote roles are with a large global discretionary based portfolio m ...
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📑 About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and d ...
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📑 About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and d ...
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📑 Area of Interest: Wealth management ...
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📑 .As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their ...
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📑 At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our te ...
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📑 Area of Interest: Wealth management ...
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