Investment Operations Manager at Q Wealth
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
In this pivotal role, you’ll manage daily investment operations, including trade operations and client reporting for a nationwide wealth management business. You will guide a team of 3-5 professionals, ensuring operational accuracy and efficiency. Your responsibilities will include monitoring operational risks, developing robust procedures, and responding to complex operational challenges within a dynamic environment.
Key Responsibilities: • Manage daily investment operations across partner offices • Oversee tax reporting activities and client inquiries • Own governance frameworks for client reporting • Coordinate operational technology enhancements and vendor relations • Lead incident responses and operational projects
Requirements: • 8+ years in wealth or asset management • Strong analytical and communication skills • Knowledge of NBIN, D1g1t, and investment regulations • Proven leadership experience in project management • Familiarity with U.S. custodial operations is a plus
Drive operational excellence and compliance in investment management with Q Wealth Partners.
-
Experienced Portfolio Manager with Q Wealth
13 hours ago
Winnipeg, Manitoba, Canada QWealth Partnership Full-timeGrow your practice with Q Wealth as an experienced Portfolio Manager in Saskatoon. Leverage your existing client base while receiving robust operational and planning support to thrive.This role is ideal for established professionals transitioning to full registration. At Q Wealth, you will collaborate with Financial Planners and Wealth Advisors, integrating...
-
Winnipeg, Manitoba, Canada Q Wealth Partners Full-timeManager/Associate Director, Investment Operations & ReportingLocation: North York, Ontario Reports To: Chief Operating Officer About Q Wealth PartnersQ Wealth Partners is one of Canada’s largest independent Portfolio Management firms, with nearly $10 billion in assets under management, supporting 30+ partner offices across Canada. As a registered Portfolio...
-
Winnipeg, Manitoba, Canada QWealth Partnership Full-timeManager/Associate Director, Investment Operations & ReportingLocation: North York, Ontario Reports To: Chief Operating Officer About Q Wealth PartnersQ Wealth Partners is one of Canada’s largest independent Portfolio Management firms, with nearly $10 billion in assets under management, supporting 30+ partner offices across Canada. As a registered Portfolio...
-
Private Wealth Manager/Portfolio Manager
18 hours ago
Winnipeg, Manitoba, Canada LE0090 Cardinal Point Capital Management ULC Full-timeJob Description SummaryCardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong...
-
Professional Wealth Branch Manager
5 hours ago
Winnipeg, Manitoba, Canada TD Bank Full-timeWork LocationWork Location: Saanich, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $115,600 - $163,200 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD is committed to providing fair and equitable compensation opportunities to all colleagues....
-
Private Wealth Manager/Portfolio Manager
5 hours ago
Winnipeg, Manitoba, Canada Cardinal Point Wealth Management, ULC Full-timeJob Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong...
-
Private Wealth Manager/Portfolio Manager
9 hours ago
Winnipeg, Manitoba, Canada Focus Partners Wealth Full-time## Private Wealth Manager/Portfolio ManagerApply:Partially Remote:Toronto, Canada:Full time:Posted Today:JR100475**Job Description Summary:**Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager/Portfolio Manager to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who...
-
Winnipeg, Manitoba, Canada CGC Canaccord Genuity Corp. Full-timeSummaryCanaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships. We achieve this by delivering value to our individual, institutional, and...
-
Professional Wealth Branch Manager
2 days ago
Winnipeg, Manitoba, Canada TD Bank Group Full-time## Directeur De Succ. Prod., CppPostuler:Sur place:Burlington, Ontario:Temps plein:Publié aujourd'hui:Date de fin : 19 octobre 2026 (Il reste 13 jours pour postuler):R\\_1512583**Lieu de travail :**Burlington, Ontario, Canada**Horaire :**37.5**Secteur d’activité :**Gestion de patrimoine TD**Détails de la rémunération :**$115,600 - $163,200 CADLa TD a...
-
Vice President, Compliance – Wealth Management
9 hours ago
Winnipeg, Manitoba, Canada Canaccord Genuity Corp. Full-timeSummary:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships. We achieve this by delivering value to our individual, institutional, and...