Current jobs related to Managed Accounts Supervisor - Oakville - Nour Private Wealth

  • Accounting Manager

    2 weeks ago

    Oakville, Ontario, Canada TalentSphere Staffing Solutions Full time

    Job Title: Accounting SupervisorJob Summary:We are seeking an experienced Accounting Supervisor to join our team at TalentSphere Staffing Solutions. As an Accounting Supervisor, you will be responsible for managing the day-to-day accounting operations of our client, a thriving export and trade company.Key Responsibilities:Supervise a team of 6 accountants,...

  • Senior Accounting Supervisor

    4 weeks ago

    Oakville, Ontario, Canada Spark Power Corp Full time

    Senior Accounting Supervisor, Canada Technical Services Spark Power, a reliable partner in the energy sector across North America, is seeking a Senior Accounting Supervisor for Canada Technical Services, reporting directly to the Senior Director of Finance Canada. This role entails overseeing and executing comprehensive accounting and reporting...

  • Accounting Supervisor

    4 months ago

    Oakville, Canada Entripy Custom Clothing Full time

    **About us**: We are headquartered in a vertically integrated 55,000 plus square foot state-of-the-art facility in Oakville, Ontario. Our technology-focused and vertically-integrated operations allow us to provide clients with superior speed, quality, convenience and pricing. We are Canada’s leader in custom branded apparel, but we are just scratching the...

  • Accounting Operations Manager

    1 week ago

    Oakville, Ontario, Canada TalentSphere Staffing Solutions Full time

    Job Title: Accounting SupervisorJob Summary:TalentSphere Staffing Solutions is seeking an experienced Accounting Supervisor to join our team. As a key member of our financial team, you will be responsible for managing the day-to-day accounting operations of our client, a thriving export and trade company.Key Responsibilities:Team Management: Supervise a team...

  • Accounting Operations Manager

    1 week ago

    Oakville, Ontario, Canada TalentSphere Staffing Solutions Full time

    Job Title: Accounting SupervisorJob Summary:TalentSphere Staffing Solutions is seeking an experienced Accounting Supervisor to join our team. As a key member of our financial team, you will be responsible for managing the day-to-day accounting operations of our client, a thriving export and trade company.Key Responsibilities:Team Management: Supervise a team...

  • Accounting Operations Manager

    1 day ago

    Oakville, Ontario, Canada TalentSphere Staffing Solutions Full time

    Accounting Supervisor Job Description **Company Overview** TalentSphere Staffing Solutions is proud to partner with a leading export and trade company that has been thriving in the dynamic world of trade and export for over a decade. With operations in 30 countries, they continue to set the standard for excellence in the industry. **About the Role** As...

  • Accounting Operations Manager

    1 day ago

    Oakville, Ontario, Canada TalentSphere Staffing Solutions Full time

    Accounting Supervisor Job Description **Company Overview** TalentSphere Staffing Solutions is proud to partner with a leading export and trade company that has been thriving in the dynamic world of trade and export for over a decade. With operations in 30 countries, they continue to set the standard for excellence in the industry. **About the Role** As...

  • Accounts Payable Supervisor

    3 weeks ago

    Oakville, Canada Randstad Canada Remote Work Freelance Full time

    Do you come from experience as an Accounts Payable Supervisor and are looking for your next opportunity? Do you have a minimum of 2 years supervising an Accounts Payable team, handling escalations, preparing reports and motivating others? Then we may have the perfect role for you! We are currently hiring an Accounts Payable supervisor to step into a...

  • Accounts Payable Supervisor

    3 weeks ago

    Oakville, Canada Randstad Canada Full time

    Do you come from experience as an Accounts Payable Supervisor and are looking for your next opportunity? Do you have a minimum of 2 years supervising an Accounts Payable team, handling escalations, preparing reports and motivating others? Then we may have the perfect role for you! We are currently hiring an Accounts Payable supervisor to step into a...

  • Account Manager, Fleet Services

    3 months ago

    Oakville, Canada Impact XM Full time

    **Account Manager, Fleet Services** Impact XM develops solutions for virtual and live events. We are looking for an **Account Manager, Fleet Services** to join our team. Reporting to the Manager, Fleet Services, the Account Manager, Fleet Services is responsible for maintaining and assisting the growth of assigned Impact XM clients within the Fleet Services...

  • Account Manager, Fleet Services

    3 months ago

    Oakville, Canada Impact XM Full time

    **Account Manager, Fleet Services** Impact XM develops solutions for virtual and live events. We are looking for an **Account Manager, Fleet Services,** to join our team. Reporting to the Director, Global Fleet Services, the Account Manager, Fleet Services is responsible for maintaining and assisting the growth of assigned Impact XM clients within the Fleet...

  • Account Manager

    3 months ago

    Oakville, Canada American Global Full time

    Description Motivated, experienced and detail oriented individual that services a large book of commercial construction accounts. The employee should be able to multi-task and have a strong working knowledge of their local construction insurance marketplace. In addition to providing exceptional day-to-day service, the employee shall also be responsible for...

  • Surety Account Manager

    3 months ago

    Oakville, Canada American Global Full time

    **Description** This employee should display a strong entrepreneurial spirit, along with excellent written and verbal communication skills. Have a passion for working with people, enjoy developing and managing customer relationships, can properly prioritize project management and conveys strong analytical skills. As a Surety Account Manager, you will...

  • Accounting Supervisor

    3 months ago

    Oakville, Canada THE MONITORING CENTER Full time

    KEY RESPONSIBILITIES: - Oversee the day-to-day operations of the accounting department - Manage and supervise a team of 6 accounting employees - Review and analyze general ledger accounts for accuracy and completeness - Prepare and review account reconciliations, including bank reconciliations - Manage Accounts Payable processes and ensure timely payment of...

  • Accounts Payable Manager

    3 months ago

    Oakville, Canada Geotab Full time

    Who we are: Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work.” We are a company of diverse and talented individuals who work together to help businesses grow and succeed, and increase the safety and sustainability of our communities. Geotab is advancing security, connecting commercial vehicles to the...

  • Customer Account Manager

    2 weeks ago

    Oakville, Canada Collins Aerospace Full time

    **Date Posted**: 2024-08-27 **Country**: Canada **Location**: LOC13049 1400 South Service Road West,Oakville,Ontario,L6L 5Y7,Canada **Position Role Type**: Unspecified **Summary** Collins Aerospace is looking to hire **Customer Account Manager,** who will be reporting to the Sr Supervisor, Customer Service Manager. The Customer Account Manager (CAM) will...

  • Supervisor, Accounts Payable

    3 months ago

    Oakville, Canada CT Corporation Full time

    **What You’ll Do** The Supervisor, Merchandise Payables will provide leadership, guidance, and support to the Merchandise Payables team and ensure that vendor payment processes are efficient, cost effective, and well controlled in a customer focused environment. - Review key process measurements to identify performance gaps and to initiate process...

  • Customer Account Manager

    2 weeks ago

    Oakville, Canada Raytheon Technologies Full time

    Unspecified Summary Collins Aerospace is looking to hire Customer Account Manager, who will be reporting to the Sr Supervisor, Customer Service Manager. The Customer Account Manager (CAM) will work in Aftermarket Spares Operations to administer customer spares orders & AOGs. As the CAM you will also be responsible for processing requests for...

  • Accounting Team Leader

    4 weeks ago

    Oakville, Ontario, Canada Spark Power Corp Full time

    Senior Accounting Supervisor, Canada Technical Services Spark Power Corp, a reliable partner in the energy sector across North America, is seeking a Senior Accounting Supervisor for the Canada Technical Services division, reporting directly to the Senior Director of Finance Canada. This role entails managing and executing comprehensive accounting and...

  • Accounting Manager

    6 days ago

    Oakville, Ontario, Canada Spark Power Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Manager to join our team at Spark Power. As a key member of our finance department, you will be responsible for leading our accounting and financial reporting functions, ensuring accuracy and timeliness of financial reporting.Key ResponsibilitiesFinancial Reporting: Oversee the preparation...

Managed Accounts Supervisor

3 months ago

Oakville, Canada Nour Private Wealth Full time

NOUR PRIVATE WEALTH

 

JOB DESCRIPTION:

Managed Accounts Supervisor

 

OPPORTUNITY

To accommodate our continued growth and success, we are seeking the role of a full-time Managed Accounts Supervisor  with previous experience at a CIRO dealer member (s). The position requires an experienced, detail-oriented individual with strong process and organizational skills and the ability to prioritize and follow the company's policies and procedures.


JOB DESCRIPTION

  • Perform daily trade and comprehensive quarterly reviews of client portfolios in accordance with Investment Policy Statements and the firm’s policies and procedures.
  • Review and approve advertisements, sales communications, and marketing activities as required.
  • Ensure supervision is performed and compliance procedures are met for anti-money laundering, privacy, and other related federal and provincial regulatory requirements.
  • Perform detailed, more comprehensive supervision of assigned Advisors as required.
  • Respond to supervisory and compliance-related questions from Advisors and branch office teams.
  • Proactively participate in the development of supervision and review systems for new managed account programs.
  • Participate in various compliance projects, as directed by the Chief Compliance Officer.
  • Conduct Tier 2 Supervision of completed Tier 1 supervision reviews.
  • Monitor for appropriate controls and other areas of potential risk and/or fraud.
  • Investigate and handle client formal complaints as required.


 

Job Requirements

  • Current Registration with CIRO as a Designated Supervisor of Managed Accounts,

AND/OR

  • Eligible to be registered with CIRO as a Designated Supervisor of Managed Accounts
  • Chartered Investment Manager Designation (CIM®) or Chartered Financial Analyst (CFA) preferred
  • Options Licensing preferred; Options Supervisors Course preferred
  • 3-4 years IIROC experience as a Compliance Officer in a branch or head office/corporate setting.
  • Familiarity with Fidelity Clearing Canada (FCC) back-office systems, procedures, and reports an asset.


Inclusiveness

At Nour Private Wealth, we are committed to fostering an inclusive, accessible environment where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects our clients' diversity and the communities we live and serve. If you require any accommodation for the recruitment/interview process (including alternate formats of materials, accessible meeting rooms, or other accommodations), please let us know, and we will work with you to meet your needs.

 

Job Field: Head Office

Primary Location: North America-Canada-Ontario-Oakville

Schedule: Full-time/Regular

Hours – Monday to Friday

Business Line - Compliance

Language - English (required), French (an asset)

Salary - will be commensurate with experience and marketplace. TBD

 

We thank all applicants; however, only those selected for an interview will be contacted.

 

Job Types: Full-time, Permanent

 

Inclusion and Equal Opportunity Employment

Nour Private Wealth is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans' status, Aboriginal/Native American status, or any other legally protected factors. Disability-related accommodations during the application process are available upon request.

We thank all applicants; however, only those selected for an interview will be contacted.

Joining us if you qualify will be the best career decision ever.