BSA for Portfolio Management, Wealth Management BS

Company OverviewOptimize is a leading investment management firm dedicated to delivering a high-touch experience to our network of clients. We specialize in managing diverse portfolios across various asset classes, employing rigorous risk management practices to ensure the security and growth of our investments.Position OverviewWe are seeking a highly...

Company Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Company OverviewOptimize Wealth Management is a leading financial advisory firm committed to delivering personalized wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we strive to empower individuals and families to achieve their financial goals and secure their future.Position OverviewWe are seeking a talented...

At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...

We're building our Nest Where you'll be: Working remotely, anywhere in Canada (in EST)Your Role: Chief Compliance OfficerReporting to: Randy Cass, CEOWho We Are:Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized, and transparent wealth management...

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, OntarioTerms: 6...

Guest Experience Champion: Food & Beverage ManagerDo you crave an environment where impeccable service and culinary excellence go hand-in-hand?We're searching for a passionate and visionary Guest Experience Champion: Food & Beverage Manager to join our team at a premier boutique hotel known for its [unique selling proposition - e.g., intimate luxury,...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

The Manager, Technology Portfolio Planning is a critical contributor to Technology Solutions (TS) operations and planning. In the role, you will lead planning activities to support business case development, technology intake / demand management, and estimation processes for our strategic platforms and business-aligned applications. You will partner closely...

Who We Are: We are a local firm that specializes in marketing, sales, and brand management for some of the most exciting and well-known companies in the world today. Simply put – we use proven marketing methods, and are responsible for bridging the gap between the services our clients provide and the target market in which they wish to saturate. Over the...

Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

Are you passionate about transforming the digital wealth management space but don't see anything that matches your skillset? We'd still be thrilled to hear from you Nest Wealth Core Values:Problem-Solving: We think creatively to solve a new problem even if we might not have all the information.Tenacious: We stick with a problem until it's resolved. We are...

Good day Data Engineers !Insight Global is looking for 6 Sr or Lead Data Engineers to join a large Asset Management company in Toronto on a full time basis. The successful candidates will be responsible for leading projects end-to-end within the Data Distribution Team or Asset Management Team . This role is heavily hands on and requires strong experience...

Our Business Development and Sales Team is at the very forefront of driving revenue, growth, and market share for industry leaders across the country. As trusted business partners, our mission is to connect brands with hard-to-reach consumers expanding their footprint, so they are the number one service provider in a designated region. Even though COVID-19...

Job SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...

Job SummaryJob DescriptionWhat is the opportunity? The Portfolio Advisory Group is a team of over 20 individuals at RBC Wealth Management who are responsible for providing independent investment advice and guidance to the 2000 investment advisors and their teams across RBC Dominion Securities. The investment advice is typically tied to asset allocation,...

Vaughan ONThe Land Development Manager is responsible for the overall planning, development, and execution of land development projects for various groups of Developers as you guide them through the land entitlement process. This position requires a strong understanding of land development principles and practices, as well as the ability to manage complex...

We're building our Nest Where you'll be: Working remotely, anywhere in Canada (in EST)Your Role: Senior Solutions ArchitectReporting to: Andrei Papaz Who We Are:Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized and transparent wealth management...

What you'll doWe are seeking a highly skilled and motivated individual to join the Internal Audit Services Team for the position of Audit Portfolio Manager. Working with Associate Vice President, the Audit Portfolio Manager will help plan and complete risk-based audit engagements in Retail, Real Estate, and Corporate functions, including Jumpstart Charity....