Mutual Funds Trader Lead

7 days ago


Montreal, Quebec, Canada Aviso Wealth Full time

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry.

Job Summary

We are seeking a skilled Mutual Funds Trader to join our Trading team. This role will be responsible for ensuring support and problem resolutions with all activities related to Mutual Funds and placing daily trades for Portfolio Managers, Investment Advisors, and staff.

About the Role

The successful candidate will proactively encourage collaboration, build trust and inclusion, and establish effective relationships both inside and outside of the organization.

  • Execute trades and cancellation orders via FundSERV when mandatory
  • Support Portfolio Managers, co-workers, and various departments within the Firm to resolve escalated complaints, disputes, or issues whether client or system oriented and escalate when required
  • Support ongoing communications with Mutual Fund Companies, Regulators, and Network providers to discuss and stay up-to-date on industry developments or changes

This position requires the ability to review executed and rejected trades daily, maintain accurate Client demographics information with Fund Companies for proper tax reporting, and identify opportunities for processing improvements in Mutual Fund operations and administrative functions.

Requirements

To be successful in this role, you must have:

  • Frequent answers to calls or emails with PMs or internally to resolve or address any issues in a Client's account and escalate when appropriate
  • Knowledge of regulatory rules governing Mutual Funds established by IIROC and MFDA
  • Proficient computer skills and good knowledge of FundSERV, myserv, Broadridge, MS Word, Excel, and Outlook
Benefits

Aviso Wealth offers a competitive salary range of $75,000 - $95,000 CAD annually, excellent health, dental, and insurance benefits, matching contributions to our retirement program, and regular social events to foster teamwork.

About Aviso Wealth

We welcome and encourage applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.



  • Montreal, Quebec, Canada Aviso Wealth Full time

    Aviso Wealth is seeking a highly skilled Senior Mutual Funds Trader to join our Trading team in the Canadian financial industry.Job SummaryWe are looking for an experienced professional to support and problem resolve with all activities related to Mutual Funds, ensuring accurate Client demographics information with Fund Companies is maintained for proper tax...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Aviso Wealth is a leading wealth management and investment services provider, seeking a highly experienced Mutual Funds Trader to join our Trading team in Toronto. As a key member of our team, you will play a decisive role in placing daily Mutual Fund Trades for Portfolio Managers, Investment Advisors, and staff.This is a fantastic opportunity to showcase...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Job SummaryWe are seeking a highly skilled Senior Trader and Mutual Fund Expert to join our Trading team at Aviso Wealth. As a key member of our team, you will be responsible for supporting the Manager, Mutual Funds, in ensuring seamless support and problem resolution with all activities related to Mutual Funds. You will also play a crucial role in placing...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Job OverviewAviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. As a forward-thinking company, we are committed to leadership, innovation, partnership, responsibility, and community.Our team is comprised of talented and energetic professionals who exemplify our values every day. We thrive in fast-paced...


  • Montreal, Quebec, Canada Aviso Wealth Full time

    Position OverviewAviso Wealth seeks a highly skilled Financial Markets Expert - Fund Trader to join its Trading team. The ideal candidate will possess extensive knowledge of financial markets and trading practices, with the ability to work independently and collaboratively as part of a dynamic team.

  • Investment Representative

    41 minutes ago


    Montreal, Quebec, Canada Scotiabank Full time

    Company OverviewAs a leading financial institution, Scotiabank is committed to delivering exceptional service and expertise to our clients. Our team of experienced professionals work together to provide innovative solutions and exceed customer expectations.Job DescriptionThe Investment Representative (IR) role at Scotiabank requires a skilled professional...


  • Montreal, Quebec, Canada Société Financière Manuvie Full time

    We're seeking a bilingual professional accountant to join our Mutual Fund Reporting team within Société Financière Manuvie's Global Wealth and Asset Management. The team prepares annual audited and interim financial statements for Manulife's Mutual Trust Funds, with additional services including maintenance of accounting models/policy, support for the...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada seeks a seasoned professional to lead the development of its East Canada business. As a key member of the team, you will be responsible for driving growth and expansion in this critical market.About the RoleThe ideal candidate will have a proven track record in sales and leadership, with experience working with CIRO Dealer...

  • Senior Market Leader

    4 weeks ago


    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job Opportunity: Senior Market LeaderJob SummaryAs a Senior Market Leader at the Royal Bank of Canada, you will be responsible for motivating and coaching your team to deliver exceptional client experiences. You will capitalize on emerging market opportunities and act as an RBC Ambassador within your community.Key ResponsibilitiesDeliver results and support...


  • Montreal, Quebec, Canada Manulife Full time

    Job OverviewWe are seeking an experienced Senior Financial Reporting Analyst to join our Global Wealth and Asset Management team at Manulife.About the RoleThis is a senior-level position that requires a highly motivated and experienced professional accountant to prepare annual audited and interim financial statements for Manulife's Mutual Trust Funds. The...


  • Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Retail Banking Executive LeaderWe are seeking an experienced Retail Banking Executive Leader to lead our team and drive business growth in Montreal, Canada.About the RoleAs a Branch Manager, you will be responsible for leading a team of professionals to deliver exceptional customer experiences, grow sales and revenue, and improve operational efficiency.You...


  • Montreal, Quebec, Canada Sagard Holdings Inc. Full time

    Sagard Holdings Inc. is a global alternative asset manager with a diverse team of professionals located in Canada, the US, Europe, and Asia. With over US$25B in assets under management, the company has experienced rapid growth since its founding by Power Corporation of Canada. The firm invests across three asset classes: equity, credit, and real estate.We...


  • Montreal, Quebec, Canada Fiera Capital Full time

    Job OverviewFiera Capital is a leading investment management company that offers a wide range of funds to its clients. As a Senior Fund Accounting Specialist, you will be responsible for ensuring the accuracy and timeliness of financial statements and reports for our funds.SalaryWe offer a competitive salary ranging from $60,000 to $80,000 per year,...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking an experienced and results-driven Assistant Branch Manager to lead our team in delivering exceptional client experiences. In this role, you will be responsible for motivating and coaching a high-performing team of Advisors to achieve sales objectives.Job DescriptionCoach your team to increase skills and capabilities to maximize...


  • Montreal, Quebec, Canada Scotiabank Full time

    About the Branch Manager Role:Scotiabank is looking for a Branch Manager who can assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch's personal and business portfolio.This Branch Manager will be responsible for leading and developing a team that...


  • Montreal, Quebec, Canada QUANTEAM - North America (RAINBOW PARTNERS Group) Full time

    About Quanteam North America, part of RAINBOW PARTNERS Group:We are a consulting firm specializing in Banking, Finance, and Financial Services. Our team of 1,000 expert consultants collaborates across 10 international offices to deliver high-quality services.Role Overview:This position plays a critical role in supporting the fund accounting software for one...


  • Montreal, Quebec, Canada Crédit Agricole Group Full time

    Credit Agricole Group, a leading financial institution, is expanding its operations in Canada. As part of this growth, the company is hiring an experienced professional to fill the role of Assistant Team Manager in Fund Administration.About the RoleThe successful candidate will play a vital role in ensuring the accuracy and efficiency of fund administration...


  • Montreal, Quebec, Canada State Street Full time

    We are a team of dedicated accounting professionals who deliver financial reporting and day-to-day fund administration support to our clients. Join us in building innovative solutions to revolutionize how we service our customers.The team you will be joining is part of International Fund Services (IFS), acquired by State Street, a recognized industry-leading...