dataphile jobs in Toronto

Support advisor onboarding at Aviso Wealth through bilingual customer service, Dataphile guidance, and accurate documentation during EST standard hours.As a Bilingual Onboarding Officer, you will manage new advisor onboarding within the Partner and Client Onboarding team. The position requires customer service, attention to detail, process documentation, and...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours. As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Aviso Wealth is seeking a Transfers Administrator for a six-month assignment with the Transfers team in Toronto. Reporting to the Supervisor, Transfers, you will process transfers, review approvals, and handle escalations in a fast-paced financial services environment. You should be collaborative, detail oriented, and capable of managing multiple requests...

Richardson Wealth Ltd recherche un Responsable Conformité (CCP) pour superviser les opérations de conformité et de gestion des risques dans la région. Vous conseillerez les équipes sur les politiques et assurerez l’adhésion aux exigences réglementaires. Le candidat idéal possède 5 à 10 ans d’expérience, maîtrise Dataphile et PortfolioAid, et...

We are looking to hire 2 full-time Senior Business Systems Analyst with specific Mutual Fund or FundServ experience. Book of record experience from Dataphile, ISM, BPS, ADP, IFDS iFast, or FNZ to join our technology teams and business partners to develop a cutting‑edge, next‑generation trade execution system and book of record. We are interested in...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours.As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Richardson Wealth Ltd recherche un Responsable Conformité (CCP) pour superviser les opérations de conformité et de gestion des risques dans la région. Vous conseillerez les équipes sur les politiques et assurerez l’adhésion aux exigences réglementaires. Le candidat idéal possède 5 à 10 ans d’expérience, maîtrise Dataphile et PortfolioAid, et...

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.Responsibilities include licensing coordination,...

Raymond James Ltd. is a leading Canadian independent investment dealer focused on customized wealth management solutions.The role of Managed Account Trader involves monitoring and executing trades for the SMA program, updating models, and coordinating with the trading desk to optimize fee-based assets and revenues. The position requires at least 2 years of...

Aviso Wealth is seeking a Transfers Administrator for a six-month assignment with the Transfers team in Toronto. Reporting to the Supervisor, Transfers, you will process transfers, review approvals, and handle escalations in a fast-paced financial services environment.You should be collaborative, detail oriented, and capable of managing multiple requests...

Fidelity Canada in Downtown Toronto is seeking a Certificates Administrator to process entries in Dataphile, handle deposits and withdrawals with CDS/DTC, and support physical securities transfers.This 100% in-office role reports to the Team Manager, Certificates, requires post-secondary education and excellent Excel/MS Office skills, and offers a base...

Position Overview The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the National Sales department, the incumbent will work closely to support the Branch Management teams and other internal operational...

Elevate your career as a Mutual Funds Administrator at Fidelity Clearing Canada in a hybrid work model. This contract role focuses on operations transactions and client service, ensuring accurate processing and settlements. In this role, you will support internal and external clients by managing mutual fund transactions efficiently. With a strong emphasis...

Become an Associate Investment Advisor at Richardson Wealth in Toronto. Oversee investments and enhance client relationships while managing operations within the advisory team. This essential role focuses on maintaining and managing a portfolio of client investments. Collaborate closely with advisors to develop investment strategies and refine operational...

Richardson Wealth is seeking a Credit Specialist focused on retail transactions. Join a driven team to ensure strict compliance with regulatory standards and manage credit risks. In this vital position, you will collaborate with other credit professionals to review and approve various credit operations daily. This includes cheque withdrawals, wire...

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...

Position Overview We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advisor team. Responsibilities Manage relationships and investment management for a group of clients Work with other advisors on the team in...

Aviso is seeking a Systems Access Administrator to join our Information Technology team in Canada. The role focuses on provisioning, updating, and revoking user access across enterprise systems and applications, with RBAC and least privilege principles at the core.You will collaborate across IT, HR and business units to ensure timely access changes and...

About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

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...