5+ YOECandidates need at least five years of progressive IT leadership, including oversight of managed service providers and vendors. Hands-on Microsoft 365 administration, Entra ID single sign-on and migration experience are required, along with knowledge of NIST or CIS, incident response and Canadian financial-services record-keeping.
Microsoft 365, Microsoft Entra ID, Exchange Online, SharePoint, Microsoft Intune, Microsoft Teams
7+ YOECandidates need 7 to 10+ years of wealth management, private banking or financial advisory experience with high-net-worth clients. A CFP is strongly preferred, and LLQP is required or a commitment to obtain it, with CIM an asset.
7+ YOECandidates need typically 7 to 10+ years of wealth-management, private-banking or financial-advisory experience and a record of managing high-net-worth clients. Strong financial-planning and communication skills are needed, and a CFP or securities or insurance qualifications are an asset.
Reporting, Risk management, Onboarding, Financial planning, Communication skills, Securities
Candidates need current enrolment in a post-secondary program with a school-approved co-op or internship component. Strong communication, organization, attention to detail and comfort learning workplace tools are needed; prior financial-services experience is not required.
Research, Regulatory compliance, Data analysis, Reporting, Documentation, Process improvement
8+ YOECandidates need accounting expertise with multi-entity, multi-currency and intercompany work, plus strong NetSuite skills and knowledge of IFRS and U.S. GAAP. Experience in financial services or another regulated environment, and supervisory experience, are strongly preferred.
Sonance Financial wants candidates with a finance, economics or business degree or equivalent experience, plus early-career investment exposure. Strong Excel, analytical and written skills are needed, and progress toward CFA or CIM is an asset.