Associate, Shareholder Advisory

7 days ago

Toronto, Ontario, Canada TMX Group Limited Full time
Venture outside the ordinary - TMX Careers


The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.


United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress.

Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

  • Now Hiring
  • Associate, Shareholder Advisory (Contract)_
Reporting to the Head of Operations, this role provides support to the TMX Investor Solutions operational team. The Associate will do research, prepare reports, track and update databases and votes.

The individual will need to learn on the fly, be proactive, with a strong attention to detail, as well as an innate curiosity and great communication skills.

They will be juggling competing deliverables and learning as they go The Associate ideally should have an undergrad degree coupled with some work experience or knowledge of the investment industry and be flexible with working hours.


ESSENTIAL DUTIES & RESPONSIBILITIES- Assist with and prepare shareholder composition reports, shareholder ID, institutional ownership reporting and any client presentations.- Maintain and update proprietary databases of institutional and broker contacts, custodians, proxy advisory subscriptions, and proxy guidelines.- Perform audit/reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis to support program demands.- Problem solve and resolve discrepancies/exceptions that frequently deal with non-routine situations, requiring further analysis.- Establish and foster relationships with industry firms (Brokers and institutional community transfer agents and other outside service providers).- Maintain daily relationship with various transfer agents.- Work independently, ensuring program objectives are met and satisfied.- Assists operational team with special requests.- Interfaces with operational areas on service issues.- Co-ordinate internal & external activities to ensure superior service and exceeding quality standards.- Other duties and responsibilities as assigned.- Assist with reviewing sources for new business - i.e.

press releases and SEDAR filings; research opportunities.


Work Environment and Physical Demands- Essential functions are typically performed in an office setting [or remotely].- Fast paced environment with multiple timelines and deliverables at times- Noise level low- Visual volume high- Lifting required rarely, less than 10lbs.- Travel likely not required.- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


POSITION REQUIREMENTS- College diploma or university degree, or equivalent experience.- 1 to 3 years experience in a similar role, nice to have.- Financial services or Investment industry experience an asset (investment back office/ financial advisor/ TA business or Financial Assistant Corporate Actions)- Proficient in Microsoft Office suite, advanced Word and Excel, intermediate PowerPoint.- Familiar with Google suite of products an asset.- Ability to work flexible hours.


Competencies & Attributes:

  • Communication: Excellent written, verbal and listening skills
  • Adaptable:
Flexibility and willingness to work simultaneously on a wide range of tasks and projects and ability to prioritize

  • Change Agent:
Enables co-workers/subordinates to work effectively.

Champions change and serves as a role model.- Client Service Orientation: Develops and maintains strong relationships with internal and external clients.

Proven ability to understand clients' needs and is proactive in developing the appropriate solutions and providing timely resolution.- Confidentiality: Show discretion and ability to handle confidential issues

  • Decision & Problem Solving:
Strong decision making and problem solving skills

  • Independent worker:
High level of self-motivation and at ease working independently when necessary

  • Interpersonal skills:
Pleasant, and professional with a diplomatic manner and disposition in interacting with senior management, co-workers and the general public

  • Organization & Detail Oriented:
Strong organizational skills and attention to detail

  • Relationship Building:
Experience building successful internal/external relationships

  • Teamwork:
Works well in a team environment, actively contributes to the success of the group

  • Working under pressure:
Poised, works well under pressure and accomplishing short
- and long-term deadlines with a heavy wor

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