Manager, Investment Operations
Top Benefits
About the role
Opportunity in the insurance and investment industry for an experienced professional to drive operational excellence in a strategic expansion initiative. This hybrid role in Toronto involves complex stakeholder management, wealth operations, and process optimization within a global financial environment.
What is in it for you:
- Hourly salary of $45-48, based on experience.
- 6-month contract with the potential for permanent employment.
- Full-time position: 37.50 hours per week.
- 7.5-hour workday starting at 8:00 AM.
- Hybrid role based in Toronto (2 days per week in-office).
- Join a passionate and inclusive team of professionals.
Responsibilities:
- Act as a subject matter expert on day-to-day operational processes within the wealth business.
- Deliver operational excellence through best-in-class, scalable processes.
- Build and maintain strong relationships with internal stakeholders (advisors, compliance, product, management) and external partners (carrying broker, third-party vendors, manufacturers).
- Provide ongoing support for the establishment and enhancement of the dealer platform.
- Manage key securities dealer processes including transaction processing, reconciliation, account and fee management, and operational troubleshooting.
- Lead or contribute to special projects as required.
- Conduct file Quality Assurance Reviews (QARs) and provide actionable insights.
- Support internal audit operations and reporting requirements.
What you will need to succeed:
- University degree.
- Enrollment in or completion of a professional designation (MBA, CFA) preferred.
- 5+ years of experience in the investment or financial services industry.
- Strong knowledge of investment management products and services.
- Excellent analytical and problem-solving skills.
- Advanced Microsoft Excel skills and proficiency with other tools (Office suite, SharePoint, Archer).
- Exceptional attention to detail.
- Strong time management skills.
- Strong communication and writing skills.
- Demonstrated initiative and ability to collaborate effectively.
Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
SLFJP00005454
About Recruit Action inc.
Our mission: Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses.
Doing business with Recruit Action ensures: • Peace of mind • Professional, personalized, and courteous service • Follow-ups according to your needs (daily or weekly) • A partnership • Working with passionate head hunters who have a thorough knowledge of the job market • Service focused on quality
Our success is linked to the success of both our corporate clients and job seekers, whom we consider as partners.
• We offer a specialized service and we understand the needs of our customers.
• We recognize that today's market is complex and requires personalized services.
• We understand the importance for companies to hire a person who shares the organization's values.
• We understand the importance for job seekers to find the job that’s right for them in the long term.
Manager, Investment Operations
Top Benefits
About the role
Opportunity in the insurance and investment industry for an experienced professional to drive operational excellence in a strategic expansion initiative. This hybrid role in Toronto involves complex stakeholder management, wealth operations, and process optimization within a global financial environment.
What is in it for you:
- Hourly salary of $45-48, based on experience.
- 6-month contract with the potential for permanent employment.
- Full-time position: 37.50 hours per week.
- 7.5-hour workday starting at 8:00 AM.
- Hybrid role based in Toronto (2 days per week in-office).
- Join a passionate and inclusive team of professionals.
Responsibilities:
- Act as a subject matter expert on day-to-day operational processes within the wealth business.
- Deliver operational excellence through best-in-class, scalable processes.
- Build and maintain strong relationships with internal stakeholders (advisors, compliance, product, management) and external partners (carrying broker, third-party vendors, manufacturers).
- Provide ongoing support for the establishment and enhancement of the dealer platform.
- Manage key securities dealer processes including transaction processing, reconciliation, account and fee management, and operational troubleshooting.
- Lead or contribute to special projects as required.
- Conduct file Quality Assurance Reviews (QARs) and provide actionable insights.
- Support internal audit operations and reporting requirements.
What you will need to succeed:
- University degree.
- Enrollment in or completion of a professional designation (MBA, CFA) preferred.
- 5+ years of experience in the investment or financial services industry.
- Strong knowledge of investment management products and services.
- Excellent analytical and problem-solving skills.
- Advanced Microsoft Excel skills and proficiency with other tools (Office suite, SharePoint, Archer).
- Exceptional attention to detail.
- Strong time management skills.
- Strong communication and writing skills.
- Demonstrated initiative and ability to collaborate effectively.
Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
SLFJP00005454
About Recruit Action inc.
Our mission: Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses.
Doing business with Recruit Action ensures: • Peace of mind • Professional, personalized, and courteous service • Follow-ups according to your needs (daily or weekly) • A partnership • Working with passionate head hunters who have a thorough knowledge of the job market • Service focused on quality
Our success is linked to the success of both our corporate clients and job seekers, whom we consider as partners.
• We offer a specialized service and we understand the needs of our customers.
• We recognize that today's market is complex and requires personalized services.
• We understand the importance for companies to hire a person who shares the organization's values.
• We understand the importance for job seekers to find the job that’s right for them in the long term.