CTO for Wealth Management

About Intellibus">We are a leading technology team in the wealth management sector, dedicated to delivering innovative solutions for financial institutions. Our mission is to empower advisors and clients with cutting-edge tools and platforms.">Job Title: CTO for Wealth Management">We are seeking an experienced CTO to lead our technical practice, overseeing...

We are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...

At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...

Iris's client, one of the world's prominent financial services company is looking to hire strong "Senior Business system analyst - Wealth management" for Long term contract for Toronto, ON (Hybrid)Job Overview:We are seeking a detail-oriented and highly motivated Business Systems Analyst (BSA) to join our Wealth Management team. This role involves...

At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...

Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

Job SummaryWe are seeking a skilled Insurance Portfolio Manager to join our team at Nicola Wealth Management Ltd. This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of insurance products and risk management.About the RoleIn this role, you will be responsible for assessing...

Job OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our company provides personalized wealth management solutions to individuals and families.

Job DescriptionThe Senior Regional Operations Manager plays a pivotal role at IG Wealth Management, overseeing and managing the day-to-day administrative operations of our Region/Division Office.This position acts as a key liaison between head office, consultants, and clients, ensuring seamless coordination and implementation of corporate initiatives.Key...

About UsNicola Wealth is a national leader in wealth management, committed to making a lasting social impact through our philanthropic initiatives. Our team is passionate about helping clients build financial, personal, and philanthropic legacies that matter to them.

OverviewAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry.

About ZLC WealthZLC Wealth INC. is a dynamic and innovative wealth management company dedicated to delivering exceptional financial services to its clients.

About Nicola WealthWe take pride in our sophisticated financial planning, diversified private investment funds with exceptional performance, 99% client retention rate, and award-winning culture. As a national leader in wealth management, we're recognized as a Best Managed Company and one of Canada's Top Employers.Our team is passionate about delivering...

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our mission is to provide exceptional wealth management services to our clients, with a focus on building long-term relationships and delivering...

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm that offers a comprehensive range of wealth management solutions. Our team of professionally qualified financial advisors and portfolio managers provide personalized advice to help clients achieve their financial goals.Job SummaryWe are seeking an...

RGF Integrated Wealth Management (RGF) is a financially independent services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.This position will provide operational and administrative support to the firm's securities business, serving as an essential team member in a positive work environment.Key...

About MyFOWe are a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools. Our platform enables families to manage, grow, and safeguard their assets with ease and efficiency.Job OverviewWe're currently looking for a highly motivated Wealth Management Expert as we grow our team responsible for...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...

Job SummaryThe Regional Operations Director, Region Office Operations, is a key role within IG Wealth Management. This position oversees and manages the day-to-day administrative operations of a Region/Division Office, acting as a liaison between head office, consultants, and clients.About the RoleThis leadership position requires exceptional organizational...

About the Position:This is an exceptional opportunity to lead a critical team within Nicola Wealth Management Ltd., specializing in taxation for mutual funds and Limited Partnerships. As the go-to resource for internal and external stakeholders, you will be responsible for delivering tax-related deliverables for a diverse portfolio of proprietary mutual...