Wealth Tech Financial Engineer | Client Onboarding

A leading Fintech startup in Toronto is seeking a Financial Engineer to enhance client onboarding and integration processes. The successful candidate will provide subject matter expertise in quantitative analysis and deliver tailored training to clients. With a focus on collaboration, this role offers competitive compensation, healthcare benefits, and the...

About d1g1td1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management...

Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...

About d1g1t d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management...

A leading financial institution in Toronto is seeking a Senior Product Owner to define and drive the product roadmap for onboarding and servicing experiences. The successful candidate will collaborate with cross-functional teams and use their expertise in product ownership to enhance client journeys. With a Bachelor's degree or MBA and 3-5 years of relevant...

A leading financial institution in Toronto is seeking a Senior Product Owner to define and drive the product roadmap for onboarding and servicing experiences. The successful candidate will collaborate with cross-functional teams and use their expertise in product ownership to enhance client journeys. With a Bachelor's degree or MBA and 3-5 years of relevant...

A leading wealth management firm is seeking an IIA Administrative Support Assistant in Toronto, Ontario. This entry-level role requires fluency in Spanish and English, along with experience in the securities industry. Responsibilities include onboarding new clients, processing various requests, and providing exceptional client service. The position offers a...

Direct message the job poster from IFG - International Financial Group Lead Recruitment at IFG - Banking - IT / Functional Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension. This hybrid role requires 3 days per week in office, with...

**Role Overview** **Key Responsibilities** **Onboarding & Compliance Management** - Lead end-to-end onboarding for new hires and consultants, ensuring all documentation is accurate and completed within required timelines. - Ensure compliance with client-specific onboarding requirements, including background checks, fingerprinting, and employment...

Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension.This hybrid role requires 3 days per week in office, with occasional additional onsite days based on project needs. The role supports regulatory client outreach, tax form validation, and...