wealth operations

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities....

About The RoleHave you been an executive assistant, an administrative assistant, or the right hand to a financial advisor, wealth manager, or insurance advisor? Then this role was written for you — and there may not be another one like it.About The RoleHave you been an executive assistant, an administrative assistant, or the right hand to a financial...

About The RoleHave you been an executive assistant, an administrative assistant, or the right hand to a financial advisor, wealth manager, or insurance advisor? Then this role was written for you — and there may not be another one like it. About The RoleHave you been an executive assistant, an administrative assistant, or the right hand to a financial...

WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc.   We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are currently hiring a new...

About the role:  Have you been an executive assistant, an administrative assistant, or the right hand to a financial advisor, wealth manager, or insurance advisor? Then this role was written for you — and there may not be another one like it.  You are the person who actually runs an advisory practice. You know which form goes with which account type,...

A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team. This role involves overseeing the Transfers Team, managing operations, coaching staff, and ensuring service excellence. Candidates should have experience in the investment industry, with strong skills in delegation and customer service. The...

Elevate your career with TD as a Wealth Operations Officer based in Toronto, Ontario. This role demands accuracy in executing transactions and supporting team efficiency while ensuring top-tier service quality. The position entails overseeing complex transactions while ensuring all operational processes meet established guidelines. As a key support figure,...

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity At...

Elevate your career with TD as a Wealth Operations Officer based in Toronto, Ontario. This role demands accuracy in executing transactions and supporting team efficiency while ensuring top-tier service quality.The position entails overseeing complex transactions while ensuring all operational processes meet established guidelines. As a key support figure,...

Embark on a fulfilling career as a Wealth Operations Officer II with TD Wealth in Toronto. You'll execute transactions, ensure compliance, and enhance service quality while fostering client relationships.This role requires a foundational understanding of operational processes, with a focus on accurate transaction execution and adherence to service level...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Sun Life Financial is expanding into a new Investment Dealer, within the Retail Wealth Enablement, Operations group. You will drive wealth operations initiatives, design dealer processes, and partner with internal and external teams to deliver top-tier service to advisors and clients. You will lead operational excellence across wealth platforms, manage...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Work Location:Toronto, Ontario, Canada Hours:37.5 Line of Business:TD Wealth Pay Details:$45,700 - $61,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Join Sun Life as a Bilingual Wealth Operations Expert and drive operational excellence in a hybrid setting. Utilize your wealth management experience to enhance processes that serve clients effectively. This role requires a strategic vision and over 5 years of wealth operations experience, working within the Retail Wealth Enablement team. You will develop...

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...

The Opportunity:  At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to...

The Opportunity:  At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to...

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$45,700 - $61,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...