Operational Risk Specialist for Wealth Management

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

Job OverviewBMO is seeking an experienced Compliance Risk Management Specialist to join our Wealth Operations team. As a key member of our team, you will play a critical role in ensuring the effective management of regulatory risks and compliance with relevant laws and regulations.Key ResponsibilitiesDeliver on components of the 1LOD testing plans for Wealth...

Company OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.We have a comprehensive range of financial services and solutions, including financial planning, portfolio management, tax preparation, debt management, and estate...

Company OverviewOptimize Wealth Management, a leading wealth management firm based in Toronto, is dedicated to providing personalized financial solutions and expert advice to its clients. With a focus on matching clients' financial goals with tailored strategies, the company prides itself on delivering exceptional customer experiences through honesty,...

About the RoleWe are seeking a skilled Wealth Management Associate to join our team at Optimize Wealth Management. As a key member of our team, you will be responsible for managing client onboarding, preparing paperwork, setting up accounts, and ensuring all compliance requirements are met.Key Responsibilities:Manage client onboarding process, including...

Key Responsibilities:The successful candidate will be responsible for delivering components of the 1LOD testing plans for Wealth LOBs in accordance with the Enterprise Compliance Program and Operational Non-Financial Risk Framework.They will execute the 1LOD testing program for the Wealth LOBs and document results as required.The ideal candidate will have a...

Optimize Wealth Management (Optimize Inc.) is a leading provider of personalized financial solutions in Toronto, ON.About UsWe offer comprehensive wealth management services including financial planning, portfolio management, tax preparation, debt management, and estate planning.Job OverviewThis is a full-time on-site role that requires strong administrative...

About UsOptimize Wealth Management is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients.Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team. This role plays a key part in driving operational efficiency and supporting the successful...

At Optimize Wealth Management, a leading wealth management company based in Toronto, ON, we strive to provide exceptional financial services and personalized advice to our clients. Our commitment to matching clients' financial goals with tailored strategies and outstanding customer experiences is at the core of our holistic approach.This full-time, on-site...

Company OverviewOptimize Wealth Management is a premier wealth management company that provides personalized financial solutions and advice to its clients. Our holistic approach focuses on matching clients' financial and life goals with customized strategies and exceptional customer service experiences.Job SummaryThis full-time role requires strong...

Optimize Wealth Management:A leading wealth management company based in Toronto, ON, providing personalized financial solutions and advice to its clients. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning, all guided by our core values of honesty, persistence, teamwork, and excellence.About...

Unlock Your Career Potential at Aviso WealthAt Aviso Wealth, we are dedicated to empowering our clients through innovative and reliable wealth management solutions. As a leading wealth management organization in Canada, we strive for excellence in leadership, innovation, partnership, responsibility, and community.We're currently seeking an exceptional...

About Optimize Wealth ManagementWealth management is a complex field, and our clients require tailored financial solutions to achieve their goals. At Optimize Wealth Management, we pride ourselves on delivering personalized advice and support.This role is an excellent opportunity for a driven individual with a passion for operational efficiency to join our...

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $130 billion in total assets under administration and management, and over 1,000 employees, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.Job SummaryWe are seeking an...

About the RoleWe are seeking an experienced Operational Risk and Reporting Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing operational risk and ensuring compliance with regulatory requirements.Job DescriptionThe successful candidate will have a strong background in financial industry experience,...

Job SummaryThe Regional Office Operations Specialist plays a crucial role in providing exceptional service to internal and external clients of IG Wealth Management. This dynamic individual will be responsible for greeting clients, managing inquiries, and performing various administrative tasks.Main ResponsibilitiesWelcoming clients at reception and...

About Optimize Wealth ManagementWe are a leading financial advisory firm dedicated to delivering personalized wealth management solutions. Our mission is to empower individuals and families to achieve their financial goals through innovative and expertly crafted financial strategies.Compensation Package:The successful candidate can expect a competitive...