Wealth Management
2 weeks ago
**Job Title: Wealth Management Business Analyst**
**Location: Toronto ,ON (Hybrid)**
**Duration: Long Term Contract**
**The Job description is**:
**Primary skills**:
- **Mandatory experience in Canadian Banking**:
- **Mandatory Wealth Management background**:
- **Well-rounded Senior BSA, 7+ years of mandatory experience with strong leadership, worked on complex system interactions and multiple cross-functional systems**:
- **Experience in Oracle/SQL is mandatory**:
- Lead analysis phases to identify, track, escalate and/or resolve business systems issues in an Agile environment
- Act as the liaison between the technology teams and support teams for product delivery
- Excellent communication, negotiation, facilitation; strong stakeholder management skills
- Strong process-orientation; is able to see the connections and integrations between different processes and also the bigger picture of how it all fits together
- Technically savvy; able to elaborate the requirements/story points with technical team effectively and contribute in solutioning
- Manage risks, assumptions and constraints for requirements, and communicate to appropriate parties
- Experience in Incident Management and RCA
- Experience in JIRA or Confluence Tool usage
- Experience using Github maintaining repos.
- Understanding of SOA (service oriented architecture)
**Secondary Skills**:
- Working with agile methodology, multidisciplinary team
- Excellent leadership skills, ability to take initiative and work independently
- Strong collaboration with business and operations stakeholders, plus system SMEs
- Experience in Temenos product will be added advantage
**Job Type**: Fixed term contract
Contract length: 12 months
Pay: $52.00-$55.00 per hour
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person
-
Managing Chief Counsel
3 weeks ago
Toronto, ON, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and estate planning. This is a full-time on-site role for a General Counsel at Optimize Wealth Management...
-
Investment Analytics
3 days ago
Toronto, Canada EdgePoint Wealth Management Full timeWe’re looking for a… Product Manager for our Investment Analytics team Who the heck are we? EdgePoint Wealth Management is a Toronto-based investment firm. We’re long-term investors in businesses and believe that the best way to buy a business at an attractive price is to have an idea about the bu
-
General Counsel
3 weeks ago
Toronto, Canada Optimize Wealth Management Full timeCompany DescriptionAt Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
General Counsel
3 weeks ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
General Counsel
3 weeks ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
Pwm Associate
4 days ago
Toronto, Canada IG Wealth Management Full timeMackie/Lowe Private Wealth Management is a leading Toronto based Private Wealth Management practice in business for 30 years. We focus on complex family and businesses planning opportunities for 225 families, entrepreneurs, professionals and business owners in Toronto and the surrounding areas. Drawing on previous experience in an advisory role, you will be...
-
PWM Associate
5 days ago
Toronto, Canada IG Wealth Management Full timeMackie/Lowe Private Wealth Management is a leading Toronto based Private Wealth Management practice in business for 30 years. We focus on complex family and businesses planning opportunities for 225 families, entrepreneurs, professionals and business owners in Toronto and the surrounding areas. Drawing on previous experience in an advisory role, you will...
-
General Counsel
3 weeks ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
General Counsel
3 weeks ago
Toronto, Canada Optimize Wealth Management Full timeCompany DescriptionAt Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
7 days ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize 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, our...
-
Quantitative Research Analyst
5 days ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
General Counsel
3 weeks ago
Toronto, ON, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany 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,...
-
Quantitative Research Analyst
1 week ago
Toronto, ON, Canada Optimize Wealth Management Full timeOptimize 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, our goal is to match...
-
Quantitative Research Analyst
1 week ago
Toronto, ON, Canada Optimize Wealth Management Full timeCompany 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,...