5+ YOECandidates need 5+ years of insurance operations, life insurance or financial services experience, including team leadership and building operational functions. They also need bilingual English and French, the LLQP or willingness to obtain it, and a college degree or equivalent experience.
3+ YOEFidelity Wealth needs candidates with 3+ years in agile product management or a business analyst role, experience with Jira, Design Thinking and user research, and experience in financial services. A university degree in business or commerce, or equivalent experience, is required; English and French bilingualism and Scrum or Product Owner certification are assets.
3+ YOECandidates need 3 to 5 years in wealth management operations, advisor onboarding or project coordination, Investment Representative licensing with CIRO or progress toward it, and a business or finance degree or equivalent experience.
5+ YOECandidates need 5-7 years of wealth management experience and a business, commerce or finance degree or equivalent experience. Strong leadership, coaching, organization and knowledge of wealth management procedures are required.
5+ YOECandidates need a university degree in business, commerce, finance or equivalent experience, plus 5+ years in financial services. Current CIRO Registered Representative registration is required, with proven people leadership experience.
CIRO, Business processes, Change management, Leadership, Communication skills, Relationship building