Wealth Operations
7 days ago
A leading financial institution is seeking a Wealth Operations Specialist to oversee tax reconciliations and ensure accurate reporting. You will collaborate with the tax team, manage withholding tax processes, and resolve any discrepancies in tax data. The ideal candidate has at least 5 years of experience in Wealth Operations, a strong understanding of Canadian tax reporting, and excellent analytical skills. This full-time position is based in Toronto, Ontario.
#J-18808-Ljbffr
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Chief of Staff, Private Wealth role at Nicola Wealth. About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...
-
Chief of Staff, Private Wealth
3 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Chief of Staff, Private Wealth role at Nicola Wealth . About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national...
-
Chief of Staff, Private Wealth
4 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Chief of Staff, Private Wealth
4 weeks ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
Chief of Staff, Private Wealth
6 days ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
-
PIC Wealth Manager
1 week ago
Toronto, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...
-
Strategic Chief of Staff — Private Wealth
4 weeks ago
Toronto, Canada Nicola Wealth Full timeA leading Canadian wealth management firm in Toronto is seeking a Chief of Staff to support the President of Private Wealth. This strategic role requires over 15 years of experience in financial services and proven leadership skills. The Chief of Staff will drive execution of strategic initiatives, ensure effective collaboration across teams, and oversee...
-
Strategic Chief of Staff — Private Wealth
4 weeks ago
Toronto, Canada Nicola Wealth Full timeA leading Canadian wealth management firm in Toronto is seeking a Chief of Staff to support the President of Private Wealth. This strategic role requires over 15 years of experience in financial services and proven leadership skills. The Chief of Staff will drive execution of strategic initiatives, ensure effective collaboration across teams, and oversee...
-
Associate (Wealth Management)
2 weeks ago
Toronto, Canada CI Private Wealth Full time**Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...
-
Asset Management Operations Co-op
7 days ago
Toronto, Canada Nicola Wealth Full timeAsset Management Operations Co-op – Nicola Wealth Apply for the Asset Management Operations Co-op role at Nicola Wealth. About Nicola Wealth Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers. We combine sophisticated financial planning, diversified private investment funds, a...