Senior Associate, Investment Operations Specialist

1 month ago

Toronto, Ontario, Canada Wealthsimple Full time
Job Title: Senior Associate, Investing Operations

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

Key Responsibilities:
  • Be a key member of the Corporate Actions team, responsible for processing corporate actions and dividends on clients' accounts.
  • Work directly with motivated Operations Associates to ensure the accuracy of our records for clients.
  • Take ownership of critical tasks escalating to the trade desk, securities lending teams, management, and other teams as necessary to reduce risk.
  • Analyze the impact and changes required to the dividends processes for new product launches.
  • Be a subject matter expert on tax issues related to dividends.
  • Troubleshoot, manage, and proactively resolve reconciliation differences.
  • Use data to identify inefficiencies and propose solutions.
  • Develop processes to increase the efficiency of our back-office operations.
Requirements:
  • 2+ years of experience working at a broker-dealer handling back-office dividend payments (IIROC-regulated dealer is preferred).
  • Experience working with CDS and DTCC.
  • Strong Excel skills.
  • Completed or pursuing industry courses (CSC, DFOL, etc.).
  • Experience (or familiarity) with programming - this is a plus (especially SQL).
  • Organized with strong attention to detail, comfortable working with large datasets, and able to meet tight deadlines.
  • Great people skills and a positive attitude.
  • Naturally curious and passionate about technology, specifically fintech.
Why Wealthsimple?

Wealthsimple provides a competitive salary, retirement savings matching plan, generous PTO offerings, and a wide variety of peer and company-led employee resource groups. We're a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions.

We're committed to building a diverse and inclusive team. We strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

  • Senior Associate, Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Wealthsimple Full time

    Job DescriptionWealthsimple is seeking a highly skilled and detail-oriented Senior Associate, Investment Operations Specialist to join our Corporate Actions team. As a key member of our team, you will be responsible for processing corporate actions and dividends on clients' accounts, working directly with motivated Operations Associates to ensure the...

  • Senior Associate, Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Wealthsimple Full time

    Job DescriptionWealthsimple is seeking a highly skilled and detail-oriented Senior Associate, Investment Operations Specialist to join our Corporate Actions team. As a key member of our team, you will be responsible for processing corporate actions and dividends on clients' accounts, working directly with motivated Operations Associates to ensure the...

  • Senior Associate, Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Wealthsimple Full time

    Job Title: Senior Associate, Investing OperationsWealthsimple is seeking a highly skilled Senior Associate to join our Investing Operations team. As a key member of our Corporate Actions team, you will be responsible for processing corporate actions and dividends on clients' accounts.Key Responsibilities:Work directly with motivated Operations Associates to...

  • Senior Associate, Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Wealthsimple Full time

    Job Title: Senior Associate, Investing OperationsWealthsimple is seeking a highly skilled Senior Associate to join our Investing Operations team. As a key member of our Corporate Actions team, you will be responsible for processing corporate actions and dividends on clients' accounts.Key Responsibilities:Work directly with motivated Operations Associates to...

  • Investment Operations Specialist

    1 month ago

    Toronto, Ontario, Canada Ontario Teachers Pension Plan Full time

    Job Title: Specialist, Investment Operations, Real EstateWe are seeking a highly skilled Specialist, Investment Operations, Real Estate to join our team at Ontario Teachers Pension Plan. This exciting opportunity will provide operational support to the Real Estate department by collaborating with senior leadership and other members of the team.Key...

  • Investment Operations Specialist

    1 month ago

    Toronto, Ontario, Canada Ontario Teachers Pension Plan Full time

    Job Title: Specialist, Investment Operations, Real EstateWe are seeking a highly skilled Specialist, Investment Operations, Real Estate to join our team at Ontario Teachers Pension Plan. This exciting opportunity will provide operational support to the Real Estate department by collaborating with senior leadership and other members of the team.Key...

  • Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Ontario Teachers Pension Plan Full time

    Job Title: Specialist, Investment Operations, Real EstateWe are seeking a highly skilled Specialist, Investment Operations, to join our Real Estate department. As a key member of our team, you will be responsible for providing operational support to our senior leadership team and other members of the Real Estate department.Key Responsibilities:Collaborate...

  • Investment Operations Specialist

    2 months ago

    Toronto, Ontario, Canada Ontario Teachers Pension Plan Full time

    Job Title: Specialist, Investment Operations, Real EstateWe are seeking a highly skilled Specialist, Investment Operations, to join our Real Estate department. As a key member of our team, you will be responsible for providing operational support to our senior leadership team and other members of the Real Estate department.Key Responsibilities:Collaborate...

  • Investment Associate

    4 weeks ago

    Old Toronto, Ontario, Canada Building Ontario Fund Full time

    Job Title: Senior Investment AssociateJob Type: Permanent full-timeThe OpportunityAt the Building Ontario Fund, we are seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will play a critical role in facilitating investment in Ontario's infrastructure projects.Our mandate is to invest in and...

  • Investment Associate

    4 weeks ago

    Old Toronto, Ontario, Canada Building Ontario Fund Full time

    Senior Investment AssociateJoin the Building Ontario Fund team as a Senior Investment Associate and contribute to the development of the province's infrastructure sector.About the RoleThe Senior Investment Associate will play a key role in identifying and evaluating investment opportunities in Ontario's infrastructure sector. This includes conducting...

  • Investment Associate

    1 month ago

    Old Toronto, Ontario, Canada Building Ontario Fund Full time

    Senior Investment AssociateJoin the Building Ontario Fund team as a Senior Investment Associate and contribute to the development of the province's infrastructure sector.About the RoleThe Senior Investment Associate will play a key role in identifying and evaluating investment opportunities in Ontario's infrastructure sector. This includes conducting...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateWe are seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the investment management industry,...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateWe are seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the investment management industry,...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateBlake, Cassels & Graydon LLP is seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateBlake, Cassels & Graydon LLP is seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateWe are seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the investment management industry,...

  • Investment Associate Senior

    2 months ago

    Toronto, Ontario, Canada Blake, Cassels & Graydon LLP Full time

    Investment Products & Asset Management AssociateWe are seeking a mid-to-senior level Associate with relevant work experience to join our leading Investment Products & Asset Management practice group in the Toronto office.About the RoleThe ideal candidate will have three to five years of securities practice experience in the investment management industry,...

  • Investment Associate

    4 weeks ago

    Old Toronto, Ontario, Canada Clairvest Full time

    Investment Associate RoleWe are seeking a highly skilled Investment Associate to join our growing investments team in Toronto. As a key member of our team, you will play a critical role in supporting the investment process and contributing to the success of our portfolio.Key Responsibilities:Conduct thorough research and analysis of industry sectors, public...

  • Investment Associate

    4 weeks ago

    Old Toronto, Ontario, Canada Clairvest Full time

    Investment Associate RoleWe are seeking a highly skilled Investment Associate to join our growing investments team in Toronto. As a key member of our team, you will play a critical role in supporting the investment process and contributing to the success of our portfolio.Key Responsibilities:Conduct thorough research and analysis of industry sectors, public...

  • Investment Operations Associate

    1 month ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job Title: Associate, Credit Investment OperationsAt CPP Investments, we are seeking a highly motivated and detail-oriented Associate to join our Investment Operations team. As a key member of our team, you will be responsible for overseeing a work stream as part of new system integration, ensuring accuracy of trade tickets and accounting entries, and...