Mutual Funds Operations Specialist

Job Summary: Ventum Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Team Leader, Mutual Fund & GIC Settlements, the Mutual Fund Administrator will be primarily responsible for...

**Mutual Funds Associate** - 2401082 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

Salary Range: $48,000 - $53,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value...

Mutual Funds Associate - 12 Month Contract How does the role impact the organization? The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with...

Join to apply for the Associate, Mutual Funds & GICs role at Canaccord Genuity Group Inc. Company Overview Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building...

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. - Coordinate and process account transfers - Perform daily trade handling among a variety of...

Mutual Funds Associate - 12 Month ContractHow does the role impact the organization?The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial...

A leading financial institution is seeking a detail-oriented individual to process Mutual Fund transactions and provide excellent customer service. Responsibilities include ensuring compliance with procedures, updating documentation, and supporting staff. The role requires post-secondary education, strong analytical skills, and proficiency in MS...

**Leith Wheeler Investment Counsel Ltd.** Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. - Coordinate and process account transfers. - Perform daily trade handling among a variety of...

Job DescriptionWhat is the opportunity?Working for the transfer agent you will be processing all unit holder transactions for both registered and non-registered products. Your responsibilities also include responding to account inquiries on a timely basis, identifying and resolving issues/and problems, and providing administrative support for...