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Financial Planning and Oversight Expert

1 week ago

Oakville, Ontario, Canada Nour Private Wealth Full time

Job Description

We are seeking an experienced and strategic Chief Financial Officer (CFO) to join our team at Nour Private Wealth. As a key member of our executive leadership team, you will be responsible for overseeing financial planning, capital management, and internal controls.

The ideal candidate will have a strong background in accounting and financial management, with a deep understanding of CIRO regulatory requirements. This individual will play a crucial role in shaping business strategies, providing financial insights to support growth, and ensuring compliance with CIRO standards while driving financial efficiency and profitability.

This position offers an exciting opportunity for a results-driven finance leader to contribute to the ongoing success and expansion of our firm.

  • Required Skills and Qualifications:
  • CPA, CA, or CFA designation is required.
  • Minimum 10 years of progressive financial leadership experience, preferably in wealth management, investment advisory, or financial services.
  • In-depth understanding of CIRO regulatory requirements, including capital adequacy, financial reporting, and regulatory filings.
  • Strong financial modeling, forecasting, and analytical skills.
  • Proven experience in managing capital, liquidity, and financial risks within a regulated wealth management firm.