7+ YOEQuintessence Wealth needs candidates with 7+ years of project or program management leading complex initiatives across several teams. Strong executive communication, stakeholder management and risk management skills are required, with experience in financial services or another regulated industry preferred.
2+ YOECandidates need 2 to 4 years of technical, operations, or application support experience. They should have strong troubleshooting skills, know ticketing systems like Freshdesk, and communicate clearly in writing and verbally.
10+ YOECandidates need at least 10 years of compliance experience in Canadian investment management or financial services, knowledge of Canadian securities regulations, and strong organization, communication and independent project management skills.
8+ YOECandidates need at least eight years in manager research, investment consulting, portfolio management or fund selection. Strong eVestment skills, multi-asset manager evaluation and portfolio construction knowledge are required, and a CFA, CAIA, MBA or Master of Finance is preferred.
Candidates need senior operations experience, people leadership ability, and strong skills in planning, process design and training delivery. Experience with wealth management transitions, custodians and compliance-sensitive client communications is valuable. Comfort using AI tools for reporting is expected.
3+ YOECandidates need 3+ years at a Canadian wealth management or brokerage firm, with client account administration experience. They also need strong communication skills, knowledge of registered investment account types, AML/FATCA know-how and solid Microsoft Office skills.
Microsoft Office, CRM software, DocuSign, d1g1t, NBIN, QCentral
3+ YOECandidates need a finance, economics or business degree and 3 to 5 years of compliance experience at a registered portfolio or investment fund manager. Strong communication, self-learning and the ability to work remotely with little supervision are also required.
8+ YOECandidates need 8+ years of wealth management, asset management or investment operations experience, with people leadership and project management skills. Hands-on experience with NBIN and D1g1t is required, and knowledge of NI 31-103 and CRM2 is expected.
Candidates need an established client base, a fiduciary mindset, and Advising Representative registration or eligibility for it. Strong communication skills and interest in firm-wide investment decisions are also needed.