Manager, Wealth Reporting

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Job OverviewThe Manager, Wealth Reporting will be responsible for managing a team of financial professionals ensuring all financial and regulatory reporting for the Individual Wealth business unit is accurate. This role is within the Finance Function, supporting the Investment Solutions (Individual Wealth) business unit.

Nicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...

About Optimize Wealth Management: As a fast-growing financial services firm based in Toronto, we are committed to providing innovative investment solutions and exceptional client service. Our team is passionate about helping clients achieve their financial goals through personalized wealth management strategies.Job Role: We are seeking a highly skilled...

About Us">Optimize Wealth Management is a leading financial services firm based in Toronto, dedicated to providing personalized wealth management solutions to our clients.">Job Summary">We are seeking an experienced Portfolio Manager to join our team, responsible for managing discretionary or managed accounts, and providing exceptional client service.">Key...

Aviso Wealth: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...

About Us:Richardson Wealth is a leading Canadian wealth management organization that offers the personal touch of a boutique firm while delivering big results. We have offices across the country and are home to some of Canada's best investment advisors.We are currently undergoing an exciting growth phase – a multi-year transformational journey to enhance...

Senior Wealth ManagerWe are currently seeking a Senior Wealth Manager to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Portfolio Management: Managing client portfolios...

About Us: Nicola Wealth is a leading provider of wealth management services in Canada. Our team of experts is dedicated to helping individuals and families achieve their financial goals.Your Role: As a Wealth Planning Associate, you will play a key role in supporting our Wealth Advisors to deliver exceptional client service. Your primary responsibility will...

Private Wealth Manager and Portfolio ManagerAt Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment and financial planning strategies. We are currently seeking...

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 Canada's Top Employers,...

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 Canada's Top Employers,...

About the RoleWe are seeking a highly skilled Senior Analyst to join our team in International Wealth Management Finance. In this role, you will work closely with finance teams across the Bank's international footprint to provide support in planning, forecasting, and reporting processes.Your primary responsibilities will include producing and maintaining IWM...

Company OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company providing personalized financial solutions and advice to its clients. With a focus on holistic approaches, the company delivers tailored services including financial planning, portfolio management, tax preparation, debt management, and estate planning.Job...

Wealth Manager and Investment AdvisorWe are seeking a talented Wealth Manager and Investment Advisor to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Investment...

Job Summary">This is an exciting opportunity for a highly motivated and experienced financial planner to join our Corporate Channel team as an Advisor, IG Wealth Management. As a key member of our team, you will be responsible for providing proactive and outstanding planning and advice to clients, leveraging the IG Living Plan.

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 Canada's Top Employers,...

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 Canada's Top Employers,...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in...

As an Operations Associate at Shoemaker Plaxton Group Private Wealth Management, you will play a pivotal role in providing administrative support to the growing client base. Leveraging your previous experience in the industry, you will be responsible for accurately entering and processing client trades, inputting client information into financial planning...