Business Analyst

2 weeks ago

Toronto, Ontario, Canada Canoe Financial Full time

Position:
Business Analyst

Opportunity
Located in downtown Toronto, Canoe Financial is one of the fastest growing independent mutual fund companies in Canada.

Frontier Capital Funds Inc., a subsidiary of Canoe Financial, is a member of the Canadian Investment Regulatory Organization (previously the Mutual Fund Dealers Association).

Frontier Capital is an established and growing mutual fund dealership with unlimited potential for growth.


Frontier Capital and Canoe Financial are seeking an enthusiastic individual to join the firms' Legal & Compliance Team in its Toronto office.

This is a unique opportunity for the individual who is passionate about the investment industry, has an entrepreneurial mindset, and good business judgement.

This individual will provide support for all aspects of Canoe Financial's business, including legal & compliance, finance and investment advice.


This individual will be expected to be registered as a Mutual Fund Sales Representative with Frontier Capital to help everyday Canadians by providing exceptional client relationship services and sound financial advice within 90 days of starting this position.

This role requires an individual who is motivated and ready to help support and expand the businesses.

They must have the tenacity to roll with the punches and be able and willing to grow and adapt as the businesses require seizing opportunities as they arise.

There may be some travel required for this role both within the Greater Toronto Area and potentially across Canada. There may be some evening and weekend activities required.

Key Accountabilities

  • Developing and maintaining personalized business relationships with current and potential clients.
  • Responding to and satisfying daily client queries, transactions, and other requests
  • Carrying out client meetings and presentations in a thoughtful and prepared manner
  • Staying well informed and knowledgeable with all products and solutions the business is able to offer clients
  • Ongoing auditing and reporting on organizational compliance, including personal trading, sales practices, social media and marketing
  • Complete securities regulator filings, including on SEDAR, MFDA, EDGAR, NRD, TMX Linx, SEDI, and various provincial securities commissions
  • Implement and document policies and procedures
  • Prepare continuous disclosure and other prescribed securitiesrelated documents
  • Proactively researching to stay up to date with regulations and rules
  • Assisting in communicating regulations to internal and external parties
  • Assisting in the development of procedures and workflows to meet compliance requirements
  • Accounts payable including filing invoices and scanning and filing documents
  • Performance of bank reconciliations
  • Assisting with managing accounts payable processes
  • Assisting the Legal & Compliance/Finance teams with various daytoday deliverables
  • Assisting the Legal & Compliance Team with a variety of daytoday matters
  • Assisting the Finance Team with a variety of daytoday matters

Requirements:

  • Bachelor's degree in Finance, Law, Economics or Business is preferred
  • Must be enrolled in/have passed the Canadian Investment Funds Course Exam, the Canadian Securities Course Exam, or the Investment Funds in Canada Course Exam within 90 days of hiring date
  • Strong passion for personal finance, investment management, and wealth planning.
  • Excellent analytical and problemsolving skills
  • Outstanding interpersonal and communication abilities
  • Eagerness to learn and develop expertise in financial planning, compliance and investment management
  • Eagerness for continual professional development and to obtain various license and designations to enhance skills and fulfill industry requirements

About Us

Frontier Capital Funds Inc.


Frontier Capital is an established mutual fund dealer which offers direct access to an extensive line-up of award winning investment solutions across various asset classes managed by experienced investment professionals.


Canoe Financial


Founded in 2008, Canoe Financial LP established operations with the acquisition of management of the publicly traded $2.2 billion Canoe EIT Income Fund.

Canoe now manages over $15 billion in assets across a diversified range of open end mutual funds, and private energy equity products.

Canoe has expanded from its Calgary head office to across Canada, including a significant presence in Toronto and Montreal.

Since launching its first mutual funds in February 2011, Canoe has grown its mutual fund assets to $15 billion, making it one of the fastest growing entities in the Canadian mutual fund industry.

We are a focused employee-owned, independent investment management firm, providing intimate access to our mutual fund managers. Canoe's portfolio managers are proven performers in the most widely held mutual fund categories. Our portfolio management team is supported by a top customer service and sales group dedicated t

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