Current jobs related to Wealth Operations - Toronto - Sun Life Financial


  • Toronto, Canada Nicola Wealth Full time

    About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • PIC Wealth Manager

    3 days ago


    Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...


  • Toronto, Canada Nicola Wealth Full time

    A leading Canadian wealth management firm in Toronto is seeking a Chief of Staff to support the President of Private Wealth. This strategic role requires over 15 years of experience in financial services and proven leadership skills. The Chief of Staff will drive execution of strategic initiatives, ensure effective collaboration across teams, and oversee...


  • Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 246556ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...


  • Toronto, Canada Ginsler Wealth Full time

    A wealth management firm in Toronto is seeking a Client Service Associate to ensure a high-quality client experience and support the firm's operations. The ideal candidate has over 5 years of experience in wealth management and a solid understanding of Canadian investment regulatory requirements. Responsibilities include managing client relationships,...


  • Toronto, Canada Ginsler Wealth Full time

    A wealth management firm in Toronto is seeking a Client Service Associate to ensure a high-quality client experience and support the firm's operations. The ideal candidate has over 5 years of experience in wealth management and a solid understanding of Canadian investment regulatory requirements. Responsibilities include managing client relationships,...


  • Toronto, Canada Nicola Wealth Full time

    Asset Management Operations Co-op – Nicola Wealth Apply for the Asset Management Operations Co-op role at Nicola Wealth. About Nicola Wealth Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers. We combine sophisticated financial planning, diversified private investment funds, a...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    **Division: IG-SaleDistLocation: Québec or Ontario**IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a...


  • Toronto, Canada Nicola Wealth Full time

    About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...


  • Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a VP, Operations to join our Operations team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Occasional travel may also be required. Reporting to the SVP, Operations the VP, Operations is responsible for instituting...

Wealth Operations

1 month ago


Toronto, Canada Sun Life Financial Full time

A leading financial services company seeks a Manager, Operations and Vendor Oversight responsible for ensuring operational efficiency and vendor management within Wealth Operations. You will oversee day-to-day activities, implement regulatory compliance, and lead a team, contributing to a culture of continuous improvement. The ideal candidate has over 5 years in operations management and is proficient with Excel. This role is critical in optimizing workflows and maintaining strong vendor relationships.#J-18808-Ljbffr