Jobs for dataphile at Montreal

Job Description - Investment Advisor Assistant (Evergreen) (2403516)At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management...

Aviso Wealth is seeking a bilingual Onboarding Officer to join our Partner and Client Onboarding team in Montreal. You will manage onboarding of new advisors, ensuring high-quality service, accuracy, and adherence to service levels.Reporting to the Manager of Operations, you will guide advisors through procedures, forms and Dataphile processes, becoming the...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Summary: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 build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Job Description Current work authorization for Canada is required for all openings. You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement. Who We AreFidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and...

DescriptionAviso :À Aviso, nous nous consacrons à l’amélioration du bien-être financier des Canadiennes et des Canadiens. À titre d’organisation de gestion de patrimoine de premier plan, nous nous engageons à faire preuve de leadership, d’innovation et de responsabilité ainsi qu’à miser sur le partenariat et la communauté. En travaillant...

Aviso Wealth is seeking a bilingual Onboarding Officer to join our Partner and Client Onboarding team in Montreal. You will manage onboarding of new advisors, ensuring high-quality service, accuracy, and adherence to service levels.Reporting to the Manager of Operations, you will guide advisors through procedures, forms and Dataphile processes, becoming the...

Aviso Wealth Inc. à Montréal recherche un(e) administrateur(trice) de nouveaux comptes pour six mois au sein de l’équipe des opérations.Vous traitez l’ouverture de comptes et assurez la gestion rapide et précise des comptes à honoraires, en collaboration avec les conseillers et les partenaires. Études postsecondaires ou expérience équivalente;...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Become a Bilingual Registered Plans Administrator in a hybrid work setting, focusing on precision and excellent client service. This dynamic role entails managing requests for registered plans efficiently. Join the Operations Team of a reputable financial institution where you will report directly to the Supervisor, Registered Plans. Your responsibilities...

Aviso: À Aviso, nous nous consacrons à l’amélioration du bien‑état financier des Canadiennes et des Canadiens. À titre d’organisation de gestion de patrimoine de premier plan, nous nous engageons à faire preuve de leadership, d’innovation et de responsabilité ainsi qu’à miser sur le partenariat et la communauté. En travaillant avec des...

Aviso: À Aviso, nous nous consacrons à l’amélioration du bien‑état financier des Canadiennes et des Canadiens. À titre d’organisation de gestion de patrimoine de premier plan, nous nous engageons à faire preuve de leadership, d’innovation et de responsabilité ainsi qu’à miser sur le partenariat et la communauté. En travaillant avec des...

Take the next step in your career with Aviso Wealth as a Registered Plans Administrator for 6 months. The role focuses on the detailed management of registered plan products within compliance frameworks. In this position, you will process requests related to various registered plans including RSPs and TFSAs. You are expected to consistently meet regulatory...

Bilingual Registered Plans Administrator Location: Montreal, QC Environment: Hybrid - Currently 1 day/week in the office, soon to be 2 days/week, typically Mon & Tues. 2 day/week (Can go up to 3 times we week). Days: Monday to Friday Shifts: Eastern Standard Time: 9:00 am – 5:00 pm or 8:00 am 4:00 pm - 30-minute lunch Salary: up to $58,000 + 5% Bonus Type:...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Job Description Current work authorization for Canada is required for all openings. You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement.Who We AreFidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and...

Summary: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 build lasting client relationships – we achieve this by generating value for our individual, institutional, and...

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...