Senior Project Manager-Wealth Management
By Prodigy Labs At Toronto, Ontario, Canada
Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)
Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies
Project/Program Management certifications (e.g. PMP and/or PgMP)
Effectively manage IT project deliverables on a large Reporting Wealth Program
Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making
Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution
Manager, Business Compliance Monitoring & Testing, Canada Wealth Management
By BMO At Toronto, Ontario, Canada
3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.
Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.
Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.
Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.
Prepare reports and related test results dashboard for various stakeholders including management.
Excellent data analysis skills, organizational, analytical and communication skills.
Director, Advisor Marketing Wealth & Asset Management Canada
By Manulife At Toronto, Ontario, Canada
7+ years of marketing experience in wealth management
Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry
Knowledge of the asset management regulatory environment and guidelines
University graduate (advanced degree or certification a plus)
Demonstrated experience in developing and implementing digital marketing campaigns
Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work
Senior Manager, Wealth Management Risk
By BMO At Toronto, Ontario, Canada
Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
In-depth / expert knowledge of Wealth Management regulatory requirements.
In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit
In-depth / expert knowledge of the Wealth Management business / product portfolio.
Leads/participates in the design, implementation and management of core business/group processes.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Product Owner/ Wealth Management
By BeachHead At Toronto, Ontario, Canada
Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution
Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer
Makes recommendations to Sr. management based upon in-depth understanding of the business group
Minimum 8-10 years of experience in a senior role with similar experience and responsibilities
Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills
University education in Finance, Economics or Commerce specializing in Finance or Wealth
Advisor, Events Management Jobs
By Metrolinx At Toronto, Ontario, Canada
Minimum 4 years’ experience in event management/planning or similar roles.
Strong relationship management skills enabling ability to work effectively with cross-functional teams.
Interpersonal, oral/written/presentation communications skills to articulate and present advice, options and recommendations to senior management, executives and other colleagues.
Provide strategic and logistical planning advice to management team, as well as a variety of internal and external stakeholders/partners.
Comfort liaising directly with CEO, senior management and other officials (internal and external), demonstrating strong professionalism.
What skills & qualifications do I need?
Wealth Management Ba - Regulatory
By Apex Systems At Toronto, Ontario, Canada
Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders
5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ
Experience working on CFR related regulatory projects as a BA in the Wealth Management domain
Wealth Management BA - Regulatory
6+ years of Business Analyst experience working at enterprise financial corporations
Experience with Agile Development Cycle
Business Consultant - Wealth Management
By Apex Systems At Toronto, Ontario, Canada
Domain knowledge of the financial industry - specifically Wealth Management
Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management
Business Consultant - Wealth Management
Experience working on IT projects
Experience with the SDLC cycle and project delivery in Agile Methodology
Strong experience in PPT, and delivering project updates
Wealth Advisor Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Demonstrated technical proficiency in financial planning, asset management and insurance
Your key experiences and qualifications will include:
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
Ensure all client information and regulatory requirements are up to date and current
Proactively enhancing your expertise through attending seminars, continued education and proactive personal development
Chartered Investment Manager (CIM) or completion of CFA Level 1
Wealth Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
Private Wealth Management Associate, Elaine Andrew & Associates - Markham, On
By IG Wealth Management At Toronto, Ontario, Canada
Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists
About Elaine Andrew & Associate Private Wealth Management
Minimum 3 years' of industry experience
Life License Qualification Program completion is a plus (or willing to obtain)
Experience in role involving financial planning and using financial planning software
Excellent written and verbal communication skills
2023 Wealth Management, Winter Analyst (8 Month)
By RBC Wealth Management At Toronto, Ontario, Canada
Streamline current processes and procedures to enhance general product support and management functions
Support product initiatives by preparing ad-hoc reports and assisting in related projects
Monitor team mailbox, respond to inquiries and report user statistics
Compile data for monthly reports and other regular reporting as required
Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers
Wealth Management / Financial Investment Sales Administrator - Toronto, Ontario
By ClickJobs.io At Toronto, Ontario, Canada
Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience:
Ad hoc tasks and special projects as assigned Required Skills and Abilities:
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Senior Consultant, Wealth Management Software Implementation
By State Street At Toronto, Ontario, Canada
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.
Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
What We Are Looking For
Why this job is important to us
Wealth Management Business Analyst (Ifds)
By Apex Systems At Toronto, Ontario, Canada
Direct experience with IFDS, or IFDS vendor experience
Create and maintain a prioritized backlog of requirements; work with development teams to establish release plans to deliver this new functionality
Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.
Exceptional analytical and conceptual thinking skills
Excellent verbal and written communication skills.
Team player with strong interpersonal skills and ability to take a leadership role when necessary
Global Wealth And Asset Management, Risk Manager
By Manulife At Toronto, Ontario, Canada
A seasoned risk professional with 4 - 5 years of risk management, operations, finance and/or audit experience
Support/ deliver to facilitate the effective implementation of an operational risk framework across the Global Wealth and Asset Management segment
Strong collaboration and teamwork skills with the ability to build effective working relationships to drive results
Ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines
Strong analytical and creative problem-solving skills and the ability to collaborate with others to implement new solutions
Excellent verbal and written communication skills, including ability to articulate complex technical issues
Test Lead Roles (Banking & Wealth Management)
By Experis At Toronto, Ontario, Canada
One OR more experience listed: IDP data flows testing, Integration Testing, performance testing, security testing or environment management
Understanding of the wealth management systems
Excellent communication and interpersonal skills
Contract Term: 4 months, renewable
Work Location: downtown Toronto, ON / Hybrid
Senior Manager, Wealth Management Taxation [Scotiabank]
By CareerBeacon At Vancouver, British Columbia, Canada
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;
Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and
Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;
Knowledge of U.S. income taxation and related issues;
At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and
Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Private Wealth Management Associate - Kitchener On
By IG Wealth Management At Regional Municipality of Waterloo, Ontario, Canada
Private Wealth Management Associate, Vassalo & Associates – Kitchener, ON
Vassalo & Associates Private Wealth Management
Life License Qualification Program (LLQP) or willing to obtain.
Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.
Engage in business development and external marketing strategies.
Identify new business opportunities with high net-worth individuals.

Are you looking for an exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed