Hybrid · Toronto
The role involves supporting daily investment operations, triaging system issues via JIRA, and maintaining data quality. Additionally, the analyst will contribute to process improvements and support strategic projects through requirements gathering and testing.
Hybrid · Calgary
The intern will perform data reconciliation, auditing, and compliance tasks for client portfolios while maintaining data in the APX CRM. They will also assist Wealth Advisors in preparing client packages and generating reports.
Hybrid · Montréal
Support investment professionals in delivering high-end wealth management services to high-net-worth clients. Manage client requests, onboarding processes, and transactional executions while coordinating with internal teams.
Hybrid · Toronto
Design and build practical AI-enabled tools and agent-based workflows to improve client experience and operational efficiency. Collaborate with cross-functional teams to translate business needs into secure, governed AI solutions for financial services.
Hybrid · Vancouver
Support investment professionals in delivering wealth management services and managing client requests. Oversee the client onboarding process and maintain expert knowledge of firm offerings to address complex inquiries.
Hybrid · Toronto
The Private Client Service Associate supports Investment Professionals by managing client requests, preparing meeting materials, and overseeing the client onboarding process. They are responsible for maintaining expert knowledge of firm offerings and ensuring high-quality service delivery to high-net-worth clients.
Hybrid · Toronto
The role involves executing pooled fund trades and overseeing asset mix and cash flow trades in accordance with client policies. Additionally, the analyst will integrate AI tools and automate workflows to improve trading efficiencies and decision support.
Hybrid · Vancouver
Integrate AI tools into trading and process platforms to modernize services and automate repeatable workflows. Execute pooled fund trades and develop decision-support dashboards to improve operational efficiency and consistency.
Hybrid · Montréal
Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals.
Hybrid · Vancouver
The Assistant Vice President will lead the integration and adoption of Conquest financial planning software across the Private Capital team. They will also collaborate with various departments to coach Wealth Advisors and enhance the overall client experience through holistic, goals-based planning.
Hybrid · Toronto
The Assistant Vice President will lead the integration and adoption of Conquest financial planning software while coaching Wealth Advisors to deliver a holistic, goals-based client experience. They will collaborate across departments to design training programs and provide advanced case support to enhance the overall client experience.
Hybrid · Toronto
Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide proactive, boutique wealth planning and investment advisory services to help clients achieve their financial goals.
Hybrid · Saskatoon
Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their financial goals.
Hybrid · Calgary
Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their financial goals.
Hybrid · Edmonton
Build and maintain a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals.
Hybrid · Vancouver
Build and maintain a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their financial goals.
Hybrid · Regina
Build and maintain a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals.
Hybrid · Winnipeg
Build and maintain a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their financial aspirations.
