Bilingual Wealth Operations Specialist

Drive operational excellence at Richardson Wealth as an Operational Support Specialist. Engage with advisors and optimize workflows within a results-oriented culture. This position requires a proactive approach to assist Richardson Wealth Advisors by resolving inquiries and enhancing service efficiency. You will leverage your ability to listen and respond...

Are you a detail-oriented professional with financial operations experience? Pay rate range (CAD): $17.60/hr – $34.54/hr Responsibilities - Make outbound calls to financial institutions to facilitate client transfers - Update and maintain internal systems with accurate information - Follow up promptly to meet daily operational targets - Manage data...

Drive operational excellence at Richardson Wealth as an Operational Support Specialist. Engage with advisors and optimize workflows within a results-oriented culture. This position requires a proactive approach to assist Richardson Wealth Advisors by resolving inquiries and enhancing service efficiency. You will leverage your ability to listen and respond...

Become a Registered Accounts Specialist with CI Financial and play a pivotal role in our Wealth Operations. This position involves detailed account management and supporting client needs. In this role, you'll report to the Supervisor and be responsible for managing RESP accounts, executing RRSP withdrawals, and performing various administrative duties. Your...

Are you a detail-oriented professional with financial operations experience? Pay rate range (CAD): $17.60/hr – $34.54/hr Responsibilities Make outbound calls to financial institutions to facilitate client transfers Update and maintain internal systems with accurate information

Releady is seeking BAU operations professionals to support a wealth platform build and testing effort for a leading bank. These contract roles focus on day-to-day wealth operations to sustain operations while senior staff focus on the platform transformation.The positions are 12-month contracts with pay rates ranging from $40 to $50 per hour depending on...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Drive employee engagement initiatives at Common Wealth as a People Operations Specialist in Toronto. This role focuses on enhancing workplace culture and team dynamics. In your role at Common Wealth, you'll be pivotal in providing valuable support in People Operations. Working closely with the Head of People Operations, you will facilitate recruiting,...