Average salary: $97,249 /yearly
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- ...Consultants: Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family-owned business... ...Client Services. Responsibilities: Manage the President/Advisor's calendar, schedule appointments, coordinate meetings,...SuggestedFull timeWork at officeMonday to friday
$48k - $53k per year
...matters. We are committed to providing career-long support for learning and growth. THE OPPORTUNITY We have an opportunity for a Mutual Funds Administrator to join our award-winning firm in the Vancouver office. WHAT YOU'LL DO Reporting to the Supervisor, Mutual Funds...SuggestedFull timeWork at officeFlexible hours$73k - $78k per year
...Team Lead (Mutual Funds) Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise... ...and internal standards. Team support • Respond to advisor inquiries (phone and email) through designated systems. • Handle...SuggestedPermanent employmentFull timeRemote workFlexible hours2 days per week- ...Senior Fund Accountant The Senior Fund Accountant is a central member of the Fund Administration team, responsible for overseeing accurate... ...and timely Net Asset Value (NAV) calculations for North American mutual funds. Working closely with the Team Manager, this role applies...SuggestedPermanent employment
$38.5k - $71k per year
...and service to BMO customers or prospects. This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate...SuggestedFull timeContract workPart timeWork at officeRemote workWork from homeMonday to friday$80k - $130k per year
Senior Quality Analyst (Mutual Fund) Position Description This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 2-3 days per week - subject to change at any time. 1. 8+ Years of experience in Test strategy & plan creation...SuggestedWork at office2 days per week3 days per week$100k - $240k per year
...fruitful relationships? AIP Asset Management is seeking a seasoned Fund Wholesaler. It's an exciting transitional role for someone... ...with strong relationships, Bay Street connections with Financial Advisors on major bank and brokerage platforms, and experience working with...SuggestedFull timeMonday to fridayFlexible hours$49k - $56.4k per year
...members do well, we believe our communities should do well too. Funding Representative Oct 15, 2024 Location(s): Surrey or Vancouver... ...information is accurate and complete to support the release of funds to the vendor. In addition, the Funding Representative for the Broker...SuggestedFull timeInternshipFlexible hours- About Evolve ETFs Position: Investment Funds Finance & Operations Associate Term: Permanent... ...of the firm’s exchange traded fund and mutual funds. This position is well‑suited for someone... ..., fund administrators, auditors, and tax advisors to support the completion of key...SuggestedLong term contractPermanent employmentFull timeWork at office
$68.56k - $90.01k per year
...responsible for: developing and evaluating curriculum; teacher development and certification; supporting students with diverse learning needs; funding and supporting school boards; First Nations, Métis and Inuit and Francophone education; and overseeing basic education policy and...SuggestedPermanent employmentFull timeTemporary workPart timeCasual workMonday to fridayFlexible hoursShift work2 days per week- ...relationships with partners to make the most of business opportunities and referrals What do you need to succeed? Must-have Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) Demonstrated passion for putting clients first...SuggestedFull timeFlexible hours
- ...To keep pace with our continued growth, we are in need of a Funds Lawyer , who has solid experience in investment funds and a deep... ..., and disclosure materials across various fund structures (e.g., mutual funds, pooled funds, limited partnerships). Provide legal support...SuggestedContract workRemote workFlexible hours
- ...you the chance to create your own success story as a Financial Advisor in the GTA This isn’t your typical 9–5. It’s a career where... ...A Life License (HLLQP) or willingness to obtain it. Mutual Fund License (Optional) A true entrepreneurial mindset — hungry to...SuggestedLong term contractWork at office
$50.18k - $62.72k per year
...As a temporary Financial Advisor in Rocanville for a six month contract, you are responsible for understanding our members financial... ...including lines of credit Consumer investment products (excluding mutual funds) Non-complex consumer lending products Cards Your...SuggestedFull timeContract workTemporary work- ...learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course Nice-to-have... ...relationships within the financial, service or retail industry Mutual Funds accreditation What’s in it for you? We thrive on the...SuggestedFull timeFlexible hours
- ...FINANCIAL ADVISOR Desjardins Financial Security Independent Network BECOME YOUR OWN... ...access to multiple insurers and investment fund products. Our track record is based on the... ...multiple insurers and products and more than 60 mutual funds and segregated fund companies. # A...Immediate start
$62.48k per year
...Job Responsibility: The job: The Fund Development Specialist provides oversight and direction to the Fund Development team on donation collection, processing and tax receipting. This role manages the processing of donations and as part of the Operations Team contributes...Full timeInternshipFlexible hours- ...Job Responsibility: Credit Funding Supervisor (Permanent, Full-time) Location: Peterborough, ON Hours: 40 hours per week, Monday to Friday Rate of Pay: Based on experience Position Description: As the Credit Funding Supervisor, you will: Supervise the...Permanent employmentFull timeMonday to friday
- ...promote talented individuals, making sure that senior positions are open to all. Discover the Role This role leads the delivery of fund accounting services for a portfolio of clients, ensuring accurate reporting and an excellent client experience. You’ll serve as the...Full timeLocal area
- ...ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is... ...Understanding of financial planning and retirement Qualifications: Mutual Funds licence Life Insurance licence Strong preference will be...Long term contractPermanent employmentFull time
- ...Nice-to-have Track record in building rapport and maintaining client relationships within the financial or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What’s in it for you? We thrive on the challenge...Part timeTraineeshipFlexible hours
$140k - $150k per year
...growing initiative as we continue to evolve and scale Juniper Square’s fund administration service, filling a substantial market gap in the... ...experience Serve as a technical accounting expert and key advisor on significant business/accounting decisions for the team Review...Full timeWork at officeLocal areaRemote work$80k per year
...expect from our hiring process: A virtual interview with a Talent Advisor to discuss your interest in joining the company and in the role.... ...your experience and knowledge and expand on your approach to fund development and growing a network to support our programs. Apply...Long term contractPermanent employmentFull timeInternshipWork at officeImmediate startAfternoon shift- ...Job Summary What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-... ...expert advice What do you need to succeed? Must-have ~ Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian...Long term contractFull timeLocal area
- ...culture. About The Role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where... ...s stated goals To uncover and solve for customers’ needs Mutual Funds licence and working towards the CIFP Diploma What We’re...
- ...Job Responsibility: Full Time - Insurance Advisor Location: Pickering, ON Desjardins is a financial services company specializing... ...personal and commercial), Life insurance, Living Benefits, and Mutual Funds. Dan Piedimonte Desjardins Insurance is an Agency located in Pickering...Permanent employmentFull timeWork at officeLocal areaMonday to friday
- ...Winnipeg based CIRO dealer that has been supporting financial advisors for over three decades and continually strives to integrate industry... ...Accredited financial planning designation (CFP, RFP, PFP) Mutual fund licensed Minimum 5 years’ experience in the financial...Work at officeFlexible hours
$50k - $100k per year
...-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding... ...client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment ~ Deep knowledge of the investment landscape...Full timeWork from home- ...Your Client (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as... ...years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients Preferably previous registration...Long term contractPermanent employmentInternshipFlexible hours
- Job Responsibility: About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments, with over $1 billion assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to...Long term contractFull timeWork at officeMonday to friday