Senior Wealth Project Manager

2 weeks ago


Toronto, Ontario, Canada Apex Systems Full time

Senior Wealth Project Manager

Apex Systems is a global IT services provider and our consulting practice has an opening for a Senior Project Manager with Wealth Management experience , product launch experience and portfolio management to place with our Client (Top 5 Canadian Bank).

Client: Big 5 Bank

Location: hybrid 1-2 days a week , Downtown Toronto, Ontario

Terms : 6 month contract to start

Application Process: Please send your resume in Word format to Ashley at and reference Wealth Project Manager.

Project:

Launching CGI Wealth360 portfolio mgmt. software which is a tool for Wealth advisors to use on daily basis. It is used to model portfolios, rebalancing etc.

Requirements:

  • Managing large vendor work together with internal integration points would be preferred
  • Experience with Wealth Management 360
  • Portfolio Management is preferred but not necessarily any particular applications – could be SS&C, Croesus, CGI, RPM, etc.
  • Detail oriented
  • Strong leader
  • Capable of both getting into the weeds and providing concise messaging to Sr executives

Nice to Have:

  • Technology project background

Soft skills:

  • This team is looking for candidates who have a very go-getter attitude. The team wants candidates who are willing to go above and beyond to make these projects successful and put in extra work when needed.


  • Toronto, Ontario, Canada Apex Systems Full time

    Senior Wealth Project ManagerApex Systems is a global IT services provider and our consulting practice has an opening for a Senior Project Manager with Wealth Management experience, product launch experience and portfolio management to place with our Client (Top 5 Canadian Bank)Client:Big 5 BankLocation: hybrid 1-2 days a week , Downtown Toronto,...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?Chronicle Wealth is a top-tier multi-family office that offers expert wealth management services to highly successful Canadian families. With a diverse team, we provide strategic investment, insurance, risk management, tax and estate planning, and financial advice to our clients. Our goal is to simplify and enhance our clients'...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth stands out as a top-notch multi-family office offering personalized wealth guidance to prosperous Canadian families. Our diverse team delivers strategic investment, insurance and risk management, tax and estate planning, along with financial advice to our esteemed clients. Our primary goal revolves around simplifying...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...


  • Toronto, Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a Top 5 bank in Canada is looking to hire a Senior Manager, Wealth Management to their team for an initial 6-month contract.This role is 1-2 days a week in office in Toronto. Responsibilities Collaborate with head office and in-country business partners to collect and analyze data and market research on client Manage communications and...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    The Role : As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. The Senior Manager, Architecture will work closely with executive sponsors, project...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196275 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Manager, Wealth Management Taxation Toronto Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth...

  • Manager, Wealth Aml

    2 weeks ago


    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 176623Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Wealth AML team for Global Wealth Management (Canada) ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and...


  • Old Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Manager, Wealth Management Taxation Requisition ID:...


  • Toronto, Ontario, Canada Dimensional Fund Advisors Full time

    Job Description: Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. Reporting to a Senior...


  • Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Description JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment committee...

  • Project Manager

    2 weeks ago


    Toronto, Ontario, Canada Colliers Project Leaders Full time

    Overview:At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients' needs across the built environment. The work we do makes a difference in communities and for the people who live there. We have a passion for it.Our commitment to realizing our clients' vision inspires us to look beyond the immediate - to the _possibilities_ of...

  • Project Manager

    2 weeks ago


    Toronto, Ontario, Canada Colliers Project Leaders Full time

    Overview:At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients' needs across the built environment. The work we do makes a difference in communities and for the people who live there. We have a passion for it.Our commitment to realizing our clients' vision inspires us to look beyond the immediate - to the _possibilities_ of...


  • Toronto, Ontario, Canada Apex Systems Full time

    Sr Project Manager Application DevelopmentApex Systems is a global IT services provider and our consulting practice has an opening for 2 Senior Project Manager with end to end project management experience in the Retail sector for a Top Five Bank.Hybrid 1-2 days a weekDowntown Toronto, OntarioTerms: 6 month contract, Strong possibility of extensionHours:...

  • Project Manager

    2 weeks ago


    Toronto, Ontario, Canada Richardson Wealth Full time

    Employment Status:Permanent Full-TimeLocation:Toronto, ONDepartment:Enterprise Business SolutionsReporting To:VP of Enterprise Business SolutionsJob Id:ITBS - 022Job Level:L5Seniority Level:AssociatePosition Overview:The primary accountability of the Project Manager (PM) is to deliver solution(s) to the client, meet the approved scope/cost/schedule/quality...

  • Senior Manager

    2 weeks ago


    Toronto, Ontario, Canada IGM Financial Full time

    Requisition ID Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2) IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help...


  • Toronto, Ontario, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1About the role:Leads the stabilization and further maturity of the Wealth Delivery Office, while contributing to the broader Digital First mandate across Wealth Management. A strong leader that is comfortable with change, solving complex problems, and will straddle both business and technology in relation to...


  • Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Contribute to the overall success of the Global HR Project Management Office ensuring specific goals, plans and initiatives are executed/delivered in support of HR's strategies and objectives. Conducts all activities in compliance with governing regulations, internal policies and procedures. Strategic Project...

  • Wealth Management

    2 weeks ago


    Toronto, Ontario, Canada Epsilon Solutions Full time

    Job Title: Wealth Management Business AnalystLocation: Toronto ,ON (Hybrid)Duration: Long Term ContractThe Job description is:Primary skills:- Mandatory experience in Canadian Banking:- Mandatory Wealth Management background:- Well-rounded Senior BSA, 7+ years of mandatory experience with strong leadership, worked on complex system interactions and multiple...

  • Project Manager

    2 weeks ago


    Toronto, Ontario, Canada Colliers Project Leaders Full time

    Overview:At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients' needs across the built environment. The work we do makes a difference in communities and for the people who live there. We have a passion for it.Our commitment to realizing our clients' vision inspires us to look beyond the immediate - to the possibilities of...