Current jobs related to Wealth Tech Financial Engineer | Client Onboarding - Toronto - d1g1t
-
Elite Onboarding Lead, Wealth Transfers
4 days ago
Toronto, Canada Queer Tech Full timeA leading financial technology company in Toronto is looking for a dedicated onboarding partner to manage transitions of Wealth Management portfolios. The ideal candidate will possess strong client-facing experience within Fintech or Wealth Management, along with high emotional intelligence and excellent communication skills. This role includes an hourly pay...
-
Elite Onboarding Lead, Wealth Transfers
2 days ago
Toronto, Canada Queer Tech Full timeA leading financial technology company in Toronto is looking for a dedicated onboarding partner to manage transitions of Wealth Management portfolios. The ideal candidate will possess strong client-facing experience within Fintech or Wealth Management, along with high emotional intelligence and excellent communication skills. This role includes an hourly pay...
-
Wealth Client Relations
2 weeks ago
Toronto, Canada Focus Financial Partners Full timeA cross-border wealth management firm in Toronto is seeking a Client Relationship Specialist to support affluent individuals with onboarding and service. The role involves building strong client relationships through effective communication and managing documentation for custodial partners. Applicants should have strong organizational skills and proficiency...
-
Wealth Client Relations
16 hours ago
Toronto, Canada Focus Financial Partners Full timeA cross-border wealth management firm in Toronto is seeking a Client Relationship Specialist to support affluent individuals with onboarding and service. The role involves building strong client relationships through effective communication and managing documentation for custodial partners. Applicants should have strong organizational skills and proficiency...
-
Onboarding Advisor — Client Relations
3 weeks ago
Toronto, Canada Aviso Wealth Inc Full timeA leading wealth management organization in Toronto seeks an Onboarding Officer for the Client Relations and Onboarding team. The role involves supporting Advisors through the onboarding process, addressing issues, and providing expertise in CIRO workflows. Candidates should have 2-3 years experience in the financial industry, post-secondary education, and...
-
Onboarding Advisor — Client Relations
3 weeks ago
Toronto, Canada Aviso Wealth Inc Full timeA leading wealth management organization in Toronto seeks an Onboarding Officer for the Client Relations and Onboarding team. The role involves supporting Advisors through the onboarding process, addressing issues, and providing expertise in CIRO workflows. Candidates should have 2-3 years experience in the financial industry, post-secondary education, and...
-
Onboarding Advisor — Client Relations
3 weeks ago
Toronto, Canada Aviso Wealth Inc Full timeA leading wealth management organization in Toronto seeks an Onboarding Officer for the Client Relations and Onboarding team. The role involves supporting Advisors through the onboarding process, addressing issues, and providing expertise in CIRO workflows. Candidates should have 2-3 years experience in the financial industry, post-secondary education, and...
-
Onboarding Advisor — Client Relations
2 weeks ago
Toronto, Canada Aviso Wealth Full timeA leading wealth management organization in Toronto is seeking an Onboarding Officer to support the onboarding of new Advisors. This role involves problem solving, subject matter expertise, and collaboration with various teams. The ideal candidate should have 2-3 years of experience in the financial industry, post-secondary education, excellent customer...
-
Onboarding Advisor — Client Relations
3 weeks ago
Toronto, Canada Aviso Wealth Full timeA leading wealth management organization in Toronto is seeking an Onboarding Officer to support the onboarding of new Advisors. This role involves problem solving, subject matter expertise, and collaboration with various teams. The ideal candidate should have 2-3 years of experience in the financial industry, post-secondary education, excellent customer...
-
Onboarding Advisor — Client Relations
2 weeks ago
Toronto, Canada Aviso Wealth Full timeA leading wealth management organization in Toronto is seeking an Onboarding Officer to support the onboarding of new Advisors. This role involves problem solving, subject matter expertise, and collaboration with various teams. The ideal candidate should have 2-3 years of experience in the financial industry, post-secondary education, excellent customer...
Wealth Tech Financial Engineer | Client Onboarding
4 weeks ago
A leading Fintech startup in Toronto is seeking a Financial Engineer to enhance client onboarding and integration processes. The successful candidate will provide subject matter expertise in quantitative analysis and deliver tailored training to clients. With a focus on collaboration, this role offers competitive compensation, healthcare benefits, and the flexibility of hybrid work arrangements. Ideal candidates will have significant experience in SaaS and strong technical skills in Python and data mapping.#J-18808-Ljbffr