Multi-family office providing investment management, estate planning and other financial services.
On-site · Vancouver
Lead day-to-day accounting, investment administration, compliance workflow, and first-level review across a complex portfolio of companies, trusts, and investment entities. Coordinate and coach the accounting team, prepare complex work directly, manage deadlines and open items, and keep the Controller informed of portfolio status, risks, and capacity.
On-site · Calgary
Lead day-to-day accounting, investment, and compliance work across a complex portfolio, including preparing and reviewing financial records, resolving complex transactions, and overseeing workflow and deadlines. Coordinate and coach the accounting team, maintain investment and portfolio knowledge, and keep the Controller informed about status, capacity, risks, and escalations.
On-site · Toronto
Support daily operations and strategic initiatives, with a focus on marketing, campaigns, events, and the firm's public presence. Maintain marketing channels and assets, coordinate external deliverables, report on performance metrics, and identify process improvements and automation opportunities.
On-site · Toronto
Develop financial models and valuations, support corporate finance transactions and structure optimization, and manage client due diligence and information collection. Research companies and markets, prepare presentations and information memorandums, and coordinate with third-party providers and stakeholders.
On-site · Vancouver
Support staff and executives with technology-focused operations, business software selection and implementation, first-line system support, and testing system changes. Maintain documentation and data quality, coordinate with vendors, improve processes through automation, and track key performance metrics.
On-site · Toronto
Support staff and executives with technology-focused operations, business software selection and implementation, first-line support, system testing, and vendor coordination. Maintain documentation and data quality, track performance metrics, and identify process improvements and automation opportunities.
On-site · Vancouver
Develop financial models and valuations, support corporate finance transactions and corporate structure optimization, and manage client due diligence and information collection. Research companies and industries, prepare presentations, proposals, and information memorandums, and coordinate with clients and third-party providers to deliver solutions.
Hybrid · Vancouver
Develop and maintain financial models, illustrations, and analyses to evaluate life insurance products, policy performance, and customized planning strategies. Advise internal teams on insurance solutions and product offerings, review in-force policies, and support research, governance, and risk management.
On-site · Burnaby
Manage the CEO’s calendar, inbox, travel, meeting preparation, and follow-up systems, ensuring commitments and action items are tracked through completion. Prepare board and investor materials, draft correspondence, conduct research and analysis, support corporate records, and handle sensitive information discreetly.
Hybrid · Toronto
Support the implementation and ongoing management of corporate and regulatory compliance, maintain corporate records and contracts, and coordinate governance activities such as Board meetings and documentation. Provide operational support to senior leadership by tracking deadlines, coordinating stakeholders and advisors, preparing reports, and ensuring projects and action items are completed.
On-site · Vancouver
Oversee corporate, insurance, anti-money laundering, privacy, licensing, and online distribution compliance across British Columbia, Alberta, Saskatchewan, and Manitoba. Serve as the appointed regulatory representative, supervise the licensed business, and manage compliance monitoring, reporting, training, complaints, and regulatory requests.
On-site · Toronto
Lead the co-investment business by sourcing and evaluating opportunities across technology, private debt, and private markets. Manage relationships with institutional investors and lead the strategic execution of the business plan and investment processes.
On-site · Vancouver
Lead the co-investment business by sourcing and evaluating opportunities across technology, private debt, and private-market assets. Manage relationships with institutional investors and lead the end-to-end investment process from diligence to execution.
